Ascent Wealth Partners’s AgEagle Aerial Systems UAVS Stock Holding History

Ascent Wealth Partners’s Portfolio UAVS Stock Details UAVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1	Closed	-$4K	–	126
2017 Q4	$4K	Hold	1	–	–	﹤0.01%	118
2017 Q3	$5K	Buy	+1	New	+$7.64K	﹤0.01%	119

Other funds holding UAVS

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ascent Wealth Partners's UAVS Position: Q1 2018 in Review

Ascent Wealth Partners sold out of AgEagle Aerial Systems (UAVS) in Q1 2018, closing a stake of 1 share — an estimated $4K sold.

Ascent Wealth Partners first reported a position in UAVS in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 3 funds tracked by Wall St. Rank hold UAVS as of Q1 2018.

Ascent Wealth Partners reported no remaining AgEagle Aerial Systems position as of Q1 2018 after selling out during the quarter.
Ascent Wealth Partners sold 1 AgEagle Aerial Systems share in Q1 2018, an estimated $4K.
Ascent Wealth Partners first reported a position in AgEagle Aerial Systems in Q3 2017 and held it in 2 quarters.
Ascent Wealth Partners's AgEagle Aerial Systems position peaked at $5K in Q3 2017.
3 funds tracked by Wall St. Rank held AgEagle Aerial Systems as of Q1 2018.

Based on Ascent Wealth Partners's 13F filing for Q1 2018, filed 21 Aug 2019.