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Avondale Wealth Management’s Ericsson ERIC Stock Holding History

Avondale Wealth Management’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
-1,673
Closed -$21K – 107
2021
Q2 		$21K Hold
1,673
– – 0.02% 89
2021
Q1 		$22K Hold
1,673
– – 0.02% 83
2020
Q4 		$20K Buy
+1,673
New +$19.6K 0.02% 83

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
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avondale Wealth Management's ERIC Position: Q3 2021 in Review

Avondale Wealth Management sold out of Ericsson (ERIC) in Q3 2021, closing a stake of 1,673 shares — an estimated $21K sold.

Avondale Wealth Management first reported a position in ERIC in Q4 2020 and held it in 3 quarters. The position peaked at $22K in Q1 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q3 2021.

  • Avondale Wealth Management reported no remaining Ericsson position as of Q3 2021 after selling out during the quarter.
  • Avondale Wealth Management sold 1,673 Ericsson shares in Q3 2021, an estimated $21K.
  • Avondale Wealth Management first reported a position in Ericsson in Q4 2020 and held it in 3 quarters.
  • Avondale Wealth Management's Ericsson position peaked at $22K in Q1 2021.
  • 361 funds tracked by Wall St. Rank held Ericsson as of Q3 2021.

Based on Avondale Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.