Arete Wealth Advisors’s Sears Holding Corporation SHLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-19,814
Closed -$58K 631
2022
Q2
$58K Buy
+19,814
New +$58K 0.01% 446
2016
Q2
Sell
-10,010
Closed -$153K 173
2016
Q1
$153K Buy
+10,010
New +$170K 0.09% 138
2014
Q3
Sell
-5,969
Closed -$222K 150
2014
Q2
$222K Sell
5,969
-2,765
-32% -$102K 0.17% 104
2014
Q1
$315K Buy
+8,734
New +$275K 0.29% 74

Other funds holding SHLD

Arete Wealth Advisors's SHLD Position: Q3 2022 in Review

Arete Wealth Advisors sold out of Sears Holding Corporation (SHLD) in Q3 2022, closing a stake of 19,814 shares — an estimated $58K sold.

Arete Wealth Advisors first reported a position in SHLD in Q1 2014 and held it in 4 quarters. The position peaked at $315K in Q1 2014. 3 funds tracked by Wall St. Rank hold SHLD as of Q3 2022.

  • Arete Wealth Advisors reported no remaining Sears Holding Corporation position as of Q3 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 19,814 Sears Holding Corporation shares in Q3 2022, an estimated $58K.
  • Arete Wealth Advisors first reported a position in Sears Holding Corporation in Q1 2014 and held it in 4 quarters.
  • Arete Wealth Advisors's Sears Holding Corporation position peaked at $315K in Q1 2014.
  • 3 funds tracked by Wall St. Rank held Sears Holding Corporation as of Q3 2022.

Based on Arete Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.