AWA
MOHR

Authentikos Wealth Advisory’s Mohr Growth ETF MOHR Stock Holding History

Authentikos Wealth Advisory’s Portfolio MOHR Stock Details MOHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-857,780
Closed -$18.8M – 77
2024
Q1 		$18.8M Sell
857,780
-26,972
-3% -$565K 18.93% 1
2023
Q4 		$17.6M Sell
884,752
-31,207
-3% -$584K 18.69% 1
2023
Q3 		$16.8M Sell
915,959
-68,586
-7% -$1.34M 16.25% 1
2023
Q2 		$19.5M Sell
984,545
-39,853
-4% -$773K 18.39% 1
2023
Q1 		$20.1M Buy
+1,024,398
New +$19.9M 20.32% 1

Other funds holding MOHR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Authentikos Wealth Advisory's MOHR Position: Q2 2024 in Review

Authentikos Wealth Advisory sold out of Mohr Growth ETF (MOHR) in Q2 2024, closing a stake of 857,780 shares — an estimated $18.8M sold.

Authentikos Wealth Advisory first reported a position in MOHR in Q1 2023 and held it in 5 quarters. The position peaked at $20.1M in Q1 2023. 7 funds tracked by Wall St. Rank hold MOHR as of Q2 2024.

  • Authentikos Wealth Advisory reported no remaining Mohr Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 857,780 Mohr Growth ETF shares in Q2 2024, an estimated $18.8M.
  • Authentikos Wealth Advisory first reported a position in Mohr Growth ETF in Q1 2023 and held it in 5 quarters.
  • Authentikos Wealth Advisory's Mohr Growth ETF position peaked at $20.1M in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Mohr Growth ETF as of Q2 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2024, filed 25 Jul 2024.