Avion Wealth’s Ericsson ERIC Stock Holding History

Avion Wealth’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 Q3	–	Sell	-100	Closed	-$1K	–	393
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	335
2021 Q1	$1K	Buy	+100	New	+$1.27K	﹤0.01%	324

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MSE

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avion Wealth's ERIC Position: Q3 2021 in Review

Avion Wealth sold out of Ericsson (ERIC) in Q3 2021, closing a stake of 100 shares — an estimated $1K sold.

Avion Wealth first reported a position in ERIC in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q3 2021.

Avion Wealth reported no remaining Ericsson position as of Q3 2021 after selling out during the quarter.
Avion Wealth sold 100 Ericsson shares in Q3 2021, an estimated $1K.
Avion Wealth first reported a position in Ericsson in Q1 2021 and held it in 2 quarters.
Avion Wealth's Ericsson position peaked at $1K in Q2 2021.
361 funds tracked by Wall St. Rank held Ericsson as of Q3 2021.

Based on Avion Wealth's 13F filing for Q3 2021, filed 1 Nov 2021.