BCWM
SEO

Bartlett & Co Wealth Management’s STORA ENSO OYJ, ADS(RP 1 SR R) SEO Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SEO Stock Details SEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-69
Closed -$1.26K – 1100
2021
Q2 		$1.26K Hold
69
– – ﹤0.01% 918
2021
Q1 		$1.31K Hold
69
– – ﹤0.01% 940
2020
Q4 		$1.32K Buy
+69
New +$1.32K ﹤0.01% 996
2019
Q2 		– Sell
-5,025
Closed -$64.1K – 823
2019
Q1 		$64.1K Hold
5,025
– – ﹤0.01% 383
2018
Q4 		$58.3K Hold
5,025
– – ﹤0.01% 390
2018
Q3 		$95.8K Hold
5,025
– – ﹤0.01% 327
2018
Q2 		$97.9K Hold
5,025
– – ﹤0.01% 330
2018
Q1 		$94.7K Buy
+5,025
New +$94.7K ﹤0.01% 331

Other funds holding SEO

BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Bartlett & Co Wealth Management's SEO Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of STORA ENSO OYJ, ADS(RP 1 SR R) (SEO) in Q3 2021, closing a stake of 69 shares — an estimated $1.26K sold.

Bartlett & Co Wealth Management first reported a position in SEO in Q1 2018 and held it in 8 quarters. The position peaked at $97.9K in Q2 2018. 6 funds tracked by Wall St. Rank hold SEO as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining STORA ENSO OYJ, ADS(RP 1 SR R) position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 69 STORA ENSO OYJ, ADS(RP 1 SR R) shares in Q3 2021, an estimated $1.26K.
  • Bartlett & Co Wealth Management first reported a position in STORA ENSO OYJ, ADS(RP 1 SR R) in Q1 2018 and held it in 8 quarters.
  • Bartlett & Co Wealth Management's STORA ENSO OYJ, ADS(RP 1 SR R) position peaked at $97.9K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held STORA ENSO OYJ, ADS(RP 1 SR R) as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.