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Altium Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

Altium Wealth Management’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$12K Hold
10,000
– – ﹤0.01% 373
2022
Q1 		$42K Buy
+10,000
New +$41.2K ﹤0.01% 369

Other funds holding EOSE

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Altium Wealth Management's EOSE Position: Q2 2022 in Review

Altium Wealth Management held its Eos Energy Enterprises (EOSE) position steady in Q2 2022 at 10,000 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Altium Wealth Management first reported a position in EOSE in Q1 2022 and has held it in 2 quarters since. The position peaked at $42K in Q1 2022. 72 funds tracked by Wall St. Rank hold EOSE as of Q2 2022.

  • Altium Wealth Management held 10,000 shares of Eos Energy Enterprises worth $12K as of Q2 2022.
  • Altium Wealth Management left its Eos Energy Enterprises share count unchanged in Q2 2022.
  • Eos Energy Enterprises made up ﹤0.01% of Altium Wealth Management's portfolio in Q2 2022, its #373 holding.
  • Altium Wealth Management first reported a position in Eos Energy Enterprises in Q1 2022 and has held it in 2 quarters since.
  • Altium Wealth Management's Eos Energy Enterprises position peaked at $42K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.