Abound Wealth Management’s Energous WATT Stock Holding History

Abound Wealth Management’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
2024 Q4	–	Sell	-5	Closed	-$89	–	1348
2024 Q3	$89	Buy	+5	New	+$127	﹤0.01%	1283

Other funds holding WATT

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Abound Wealth Management's WATT Position: Q4 2024 in Review

Abound Wealth Management sold out of Energous (WATT) in Q4 2024, closing a stake of 5 shares — an estimated $89 sold.

Abound Wealth Management first reported a position in WATT in Q3 2024 and held it in 1 quarter. The position peaked at $89 in Q3 2024. 25 funds tracked by Wall St. Rank hold WATT as of Q4 2024.

Abound Wealth Management reported no remaining Energous position as of Q4 2024 after selling out during the quarter.
Abound Wealth Management sold 5 Energous shares in Q4 2024, an estimated $89.
Abound Wealth Management first reported a position in Energous in Q3 2024 and held it in 1 quarter.
Abound Wealth Management's Energous position peaked at $89 in Q3 2024.
25 funds tracked by Wall St. Rank held Energous as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.