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Arkadios Wealth Advisors’s Ericsson ERIC Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-3,184
Closed -$35K – 923
2021
Q3 		$35K Sell
3,184
-589
-16% -$6.96K 0.01% 1003
2021
Q2 		$47K Buy
3,773
+2,062
+121% +$27.6K 0.01% 947
2021
Q1 		$22K Buy
1,711
+1,145
+202% +$14.6K ﹤0.01% 942
2020
Q4 		$6K Buy
+566
New +$6.63K ﹤0.01% 1067
2020
Q2 		– Sell
-500
Closed -$4.04K – 1005
2020
Q1 		$4.04K Hold
500
– – ﹤0.01% 828
2019
Q4 		$4.54K Buy
+500
New +$4.42K ﹤0.01% 715

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arkadios Wealth Advisors's ERIC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Ericsson (ERIC) in Q4 2021, closing a stake of 3,184 shares — an estimated $35K sold.

Arkadios Wealth Advisors first reported a position in ERIC in Q4 2019 and held it in 6 quarters. The position peaked at $47K in Q2 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Ericsson position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,184 Ericsson shares in Q4 2021, an estimated $35K.
  • Arkadios Wealth Advisors first reported a position in Ericsson in Q4 2019 and held it in 6 quarters.
  • Arkadios Wealth Advisors's Ericsson position peaked at $47K in Q2 2021.
  • 361 funds tracked by Wall St. Rank held Ericsson as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.