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AllSquare Wealth Management’s ProMIS Neurosciences PMN Stock Holding History

AllSquare Wealth Management’s Portfolio PMN Stock Details PMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7
Closed -$213 – 545
2023
Q4 		$213 Hold
7
– – ﹤0.01% 510
2023
Q3 		$366 Hold
7
– – ﹤0.01% 511
2023
Q2 		$931 Hold
7
– – ﹤0.01% 506
2023
Q1 		$887 Hold
7
– – ﹤0.01% 500
2022
Q4 		$833 Hold
7
– – ﹤0.01% 480
2022
Q3 		$1K Buy
+7
New +$1.03K ﹤0.01% 484

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AAA
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NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

AllSquare Wealth Management's PMN Position: Q1 2024 in Review

AllSquare Wealth Management sold out of ProMIS Neurosciences (PMN) in Q1 2024, closing a stake of 7 shares — an estimated $213 sold.

AllSquare Wealth Management first reported a position in PMN in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 16 funds tracked by Wall St. Rank hold PMN as of Q1 2024.

  • AllSquare Wealth Management reported no remaining ProMIS Neurosciences position as of Q1 2024 after selling out during the quarter.
  • AllSquare Wealth Management sold 7 ProMIS Neurosciences shares in Q1 2024, an estimated $213.
  • AllSquare Wealth Management first reported a position in ProMIS Neurosciences in Q3 2022 and held it in 6 quarters.
  • AllSquare Wealth Management's ProMIS Neurosciences position peaked at $1K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held ProMIS Neurosciences as of Q1 2024.

Based on AllSquare Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.