Accurate Wealth Management’s Usio Inc USIO Stock Holding History

Accurate Wealth Management’s Portfolio USIO Stock Details USIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,577	Closed	-$2.81K	–	1401
2022 Q4	$2.81K	Buy	+1,577	New	+$3.16K	﹤0.01%	1132
2022 Q2	–	Sell	-11,697	Closed	-$42K	–	196
2022 Q1	$42K	Buy	+11,697	New	+$40.7K	0.02%	175

Other funds holding USIO

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's USIO Position: Q1 2023 in Review

Accurate Wealth Management sold out of Usio Inc (USIO) in Q1 2023, closing a stake of 1,577 shares — an estimated $2.81K sold.

Accurate Wealth Management first reported a position in USIO in Q1 2022 and held it in 2 quarters. The position peaked at $42K in Q1 2022. 25 funds tracked by Wall St. Rank hold USIO as of Q1 2023.

Accurate Wealth Management reported no remaining Usio Inc position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 1,577 Usio Inc shares in Q1 2023, an estimated $2.81K.
Accurate Wealth Management first reported a position in Usio Inc in Q1 2022 and held it in 2 quarters.
Accurate Wealth Management's Usio Inc position peaked at $42K in Q1 2022.
25 funds tracked by Wall St. Rank held Usio Inc as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.