Advisor OS’s United Maritime USEA Stock Holding History

Advisor OS’s Portfolio USEA Stock Details USEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-22,238	Closed	-$54.9K	–	408
2023 Q4	$54.9K	Buy	+22,238	New	+$52.9K	0.01%	339

Other funds holding USEA

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Advisor OS's USEA Position: Q1 2024 in Review

Advisor OS sold out of United Maritime (USEA) in Q1 2024, closing a stake of 22,238 shares — an estimated $54.9K sold.

Advisor OS first reported a position in USEA in Q4 2023 and held it in 1 quarter. The position peaked at $54.9K in Q4 2023. 12 funds tracked by Wall St. Rank hold USEA as of Q1 2024.

Advisor OS reported no remaining United Maritime position as of Q1 2024 after selling out during the quarter.
Advisor OS sold 22,238 United Maritime shares in Q1 2024, an estimated $54.9K.
Advisor OS first reported a position in United Maritime in Q4 2023 and held it in 1 quarter.
Advisor OS's United Maritime position peaked at $54.9K in Q4 2023.
12 funds tracked by Wall St. Rank held United Maritime as of Q1 2024.

Based on Advisor OS's 13F filing for Q1 2024, filed 9 May 2024.