AWM
WCEO

Abound Wealth Management’s Hypatia Women CEO ETF WCEO Stock Holding History

Abound Wealth Management’s Portfolio WCEO Stock Details WCEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-38
Closed -$1.08K – 1358
2024
Q2 		$1.08K Buy
+38
New +$1.08K ﹤0.01% 716

Other funds holding WCEO

PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
SC
Stephens Consulting Flint, Michigan $309M AUM 14.46% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Abound Wealth Management's WCEO Position: Q3 2024 in Review

Abound Wealth Management sold out of Hypatia Women CEO ETF (WCEO) in Q3 2024, closing a stake of 38 shares — an estimated $1.08K sold.

Abound Wealth Management first reported a position in WCEO in Q2 2024 and held it in 1 quarter. The position peaked at $1.08K in Q2 2024. 7 funds tracked by Wall St. Rank hold WCEO as of Q3 2024.

  • Abound Wealth Management reported no remaining Hypatia Women CEO ETF position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 38 Hypatia Women CEO ETF shares in Q3 2024, an estimated $1.08K.
  • Abound Wealth Management first reported a position in Hypatia Women CEO ETF in Q2 2024 and held it in 1 quarter.
  • Abound Wealth Management's Hypatia Women CEO ETF position peaked at $1.08K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.