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Abich Financial Wealth Management’s The ONE Group STKS Stock Holding History

Abich Financial Wealth Management’s Portfolio STKS Stock Details STKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-123
Closed -$523 – 789
2024
Q2 		$523 Buy
+123
New +$639 ﹤0.01% 706

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BlackRock
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CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Abich Financial Wealth Management's STKS Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of The ONE Group (STKS) in Q3 2024, closing a stake of 123 shares — an estimated $523 sold.

Abich Financial Wealth Management first reported a position in STKS in Q2 2024 and held it in 1 quarter. The position peaked at $523 in Q2 2024. 61 funds tracked by Wall St. Rank hold STKS as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining The ONE Group position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 123 The ONE Group shares in Q3 2024, an estimated $523.
  • Abich Financial Wealth Management first reported a position in The ONE Group in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's The ONE Group position peaked at $523 in Q2 2024.
  • 61 funds tracked by Wall St. Rank held The ONE Group as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.