AWM
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Alterna Wealth Management’s Ericsson ERIC Stock Holding History

Alterna Wealth Management’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
2020
Q4 		– Sell
-17,733
Closed -$193K – 92
2020
Q3 		$193K Buy
+17,733
New +$196K 0.28% 78
2019
Q4 		– Sell
-27,547
Closed -$220K – 120
2019
Q3 		$220K Buy
+27,547
New +$235K 0.26% 93

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alterna Wealth Management's ERIC Position: Q4 2020 in Review

Alterna Wealth Management sold out of Ericsson (ERIC) in Q4 2020, closing a stake of 17,733 shares — an estimated $193K sold.

Alterna Wealth Management first reported a position in ERIC in Q3 2019 and held it in 2 quarters. The position peaked at $220K in Q3 2019. 358 funds tracked by Wall St. Rank hold ERIC as of Q4 2020.

  • Alterna Wealth Management reported no remaining Ericsson position as of Q4 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 17,733 Ericsson shares in Q4 2020, an estimated $193K.
  • Alterna Wealth Management first reported a position in Ericsson in Q3 2019 and held it in 2 quarters.
  • Alterna Wealth Management's Ericsson position peaked at $220K in Q3 2019.
  • 358 funds tracked by Wall St. Rank held Ericsson as of Q4 2020.

Based on Alterna Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.