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Aaron Wealth Advisors’s Energous WATT Stock Holding History

Aaron Wealth Advisors’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32
Closed -$4.58K – 277
2023
Q2 		$4.58K Hold
32
– – ﹤0.01% 252
2023
Q1 		$10.3K Hold
32
– – ﹤0.01% 251
2022
Q4 		$16K Hold
32
– – ﹤0.01% 243
2022
Q3 		$20K Hold
32
– – ﹤0.01% 221
2022
Q2 		$19K Sell
32
-6
-16% -$3.65K ﹤0.01% 191
2022
Q1 		$19.1M Buy
+38
New +$26.4K 0.26% 43
2021
Q3 		– Sell
-362
Closed -$623K – 165
2021
Q2 		$623K Buy
362
+106
+41% +$192K 0.21% 73
2021
Q1 		$624K Buy
256
+239
+1,406% +$553K 0.23% 69
2020
Q4 		$18K Buy
+17
New +$22.4K 0.01% 135

Other funds holding WATT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aaron Wealth Advisors's WATT Position: Q3 2023 in Review

Aaron Wealth Advisors sold out of Energous (WATT) in Q3 2023, closing a stake of 32 shares — an estimated $4.58K sold.

Aaron Wealth Advisors first reported a position in WATT in Q4 2020 and held it in 9 quarters. The position peaked at $19.1M in Q1 2022. 24 funds tracked by Wall St. Rank hold WATT as of Q3 2023.

  • Aaron Wealth Advisors reported no remaining Energous position as of Q3 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 32 Energous shares in Q3 2023, an estimated $4.58K.
  • Aaron Wealth Advisors first reported a position in Energous in Q4 2020 and held it in 9 quarters.
  • Aaron Wealth Advisors's Energous position peaked at $19.1M in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Energous as of Q3 2023.

Based on Aaron Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.