BWP
AQMS icon

Balboa Wealth Partners’s Aqua Metals AQMS Stock Holding History

Balboa Wealth Partners’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-60
Closed -$2.24K – 344
2024
Q3 		$2.24K Buy
+60
New +$3.13K ﹤0.01% 333
2024
Q2 		– Sell
-60
Closed -$6.46K – 307
2024
Q1 		$6.46K Sell
60
-1
-2% -$112 ﹤0.01% 293
2023
Q4 		$9.27K Hold
61
– – ﹤0.01% 282
2023
Q3 		$13.8K Hold
61
– – 0.01% 277
2023
Q2 		$14.3K Buy
+61
New +$13.3K 0.01% 295

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Balboa Wealth Partners's AQMS Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Aqua Metals (AQMS) in Q4 2024, closing a stake of 60 shares — an estimated $2.24K sold.

Balboa Wealth Partners first reported a position in AQMS in Q2 2023 and held it in 5 quarters. The position peaked at $14.3K in Q2 2023. 30 funds tracked by Wall St. Rank hold AQMS as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Aqua Metals position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 60 Aqua Metals shares in Q4 2024, an estimated $2.24K.
  • Balboa Wealth Partners first reported a position in Aqua Metals in Q2 2023 and held it in 5 quarters.
  • Balboa Wealth Partners's Aqua Metals position peaked at $14.3K in Q2 2023.
  • 30 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.