American Portfolios Advisors’s Stoneridge SRI Stock Holding History

American Portfolios Advisors’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$458	Hold	27	–	–	﹤0.01%	3395
2022 Q2	$463	Hold	27	–	–	﹤0.01%	3400
2022 Q1	$561	Hold	27	–	–	﹤0.01%	3457
2021 Q4	$533	Sell	27 -34	-56%	-$719	﹤0.01%	3405
2021 Q3	$1.24K	Hold	61	–	–	﹤0.01%	3259
2021 Q2	$1.8K	Hold	61	–	–	﹤0.01%	3169
2021 Q1	$1.94K	Hold	61	–	–	﹤0.01%	3002
2020 Q4	$1.84K	Hold	61	–	–	﹤0.01%	2716
2020 Q3	$1.12K	Hold	61	–	–	﹤0.01%	2747
2020 Q2	$1.26K	Hold	61	–	–	﹤0.01%	2651
2020 Q1	$1.02K	Hold	61	–	–	﹤0.01%	2559
2019 Q4	$1.79K	Hold	61	–	–	﹤0.01%	2598
2019 Q3	$1.89K	Buy	+61	New	+$1.91K	﹤0.01%	2528

Other funds holding SRI

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

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

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

American Portfolios Advisors's SRI Position: Q3 2022 in Review

American Portfolios Advisors held its Stoneridge (SRI) position steady in Q3 2022 at 27 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

American Portfolios Advisors first reported a position in SRI in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.94K in Q1 2021. 111 funds tracked by Wall St. Rank hold SRI as of Q3 2022.

American Portfolios Advisors held 27 shares of Stoneridge worth $458 as of Q3 2022.
American Portfolios Advisors left its Stoneridge share count unchanged in Q3 2022.
Stoneridge made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3395 holding.
American Portfolios Advisors first reported a position in Stoneridge in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's Stoneridge position peaked at $1.94K in Q1 2021.
111 funds tracked by Wall St. Rank held Stoneridge as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.