Apriem Advisors’s Eneti Inc. NETI Stock Holding History

Apriem Advisors’s Portfolio NETI Stock Details NETI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,000	Closed	-$171K	–	154
2023 Q3	$171K	Buy	17,000 +1,500	+10%	+$17.3K	0.03%	136
2023 Q2	$188K	Sell	15,500 -3,000	-16%	-$29.3K	0.03%	136
2023 Q1	$173K	Buy	18,500 +500	+3%	+$5K	0.03%	144
2022 Q4	$181K	Sell	18,000 -2,000	-10%	-$17.7K	0.03%	139
2022 Q3	$133K	Sell	20,000 -3,000	-13%	-$21.3K	0.02%	137
2022 Q2	$141K	Hold	23,000	–	–	0.02%	137
2022 Q1	$146K	Buy	+23,000	New	+$156K	0.02%	148
2017 Q4	–	Sell	-1,184	Closed	-$78K	–	146
2017 Q3	$78K	Buy	+1,184	New	+$82.1K	0.02%	139
2017 Q2	–	Sell	-538	Closed	-$46K	–	581
2017 Q1	$46K	Buy	+538	New	+$37.6K	0.01%	244

Other funds holding NETI

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apriem Advisors's NETI Position: Q4 2023 in Review

Apriem Advisors sold out of Eneti Inc. (NETI) in Q4 2023, closing a stake of 17,000 shares — an estimated $171K sold.

Apriem Advisors first reported a position in NETI in Q1 2017 and held it in 9 quarters. The position peaked at $188K in Q2 2023. 6 funds tracked by Wall St. Rank hold NETI as of Q4 2023.

Apriem Advisors reported no remaining Eneti Inc. position as of Q4 2023 after selling out during the quarter.
Apriem Advisors sold 17,000 Eneti Inc. shares in Q4 2023, an estimated $171K.
Apriem Advisors first reported a position in Eneti Inc. in Q1 2017 and held it in 9 quarters.
Apriem Advisors's Eneti Inc. position peaked at $188K in Q2 2023.
6 funds tracked by Wall St. Rank held Eneti Inc. as of Q4 2023.

Based on Apriem Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.