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Abundance Wealth Counselors’s Ericsson ERIC Stock Holding History

Abundance Wealth Counselors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21,159
Closed -$124K – 84
2023
Q1 		$124K Buy
21,159
+1,870
+10% +$10.7K 0.03% 140
2022
Q4 		$113K Sell
19,289
-1,098
-5% -$6.6K 0.03% 142
2022
Q3 		$117K Buy
20,387
+569
+3% +$4.08K 0.03% 134
2022
Q2 		$147K Buy
19,818
+1,577
+9% +$12.9K 0.04% 138
2022
Q1 		$167K Buy
18,241
+4,352
+31% +$45.3K 0.05% 140
2021
Q4 		$151K Buy
+13,889
New +$152K 0.04% 114
2021
Q2 		– Sell
-2,532
Closed -$33K – 175
2021
Q1 		$33K Buy
+2,532
New +$32.2K 0.01% 191

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Abundance Wealth Counselors's ERIC Position: Q2 2023 in Review

Abundance Wealth Counselors sold out of Ericsson (ERIC) in Q2 2023, closing a stake of 21,159 shares — an estimated $124K sold.

Abundance Wealth Counselors first reported a position in ERIC in Q1 2021 and held it in 7 quarters. The position peaked at $167K in Q1 2022. 249 funds tracked by Wall St. Rank hold ERIC as of Q2 2023.

  • Abundance Wealth Counselors reported no remaining Ericsson position as of Q2 2023 after selling out during the quarter.
  • Abundance Wealth Counselors sold 21,159 Ericsson shares in Q2 2023, an estimated $124K.
  • Abundance Wealth Counselors first reported a position in Ericsson in Q1 2021 and held it in 7 quarters.
  • Abundance Wealth Counselors's Ericsson position peaked at $167K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Ericsson as of Q2 2023.

Based on Abundance Wealth Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.