Benjamin Edwards Inc
STEW icon

Benjamin Edwards Inc’s SRH Total Return Fund STEW Stock Holding History

Benjamin Edwards Inc’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,000
Closed -$15K – 770
2024
Q1 		$15K Buy
+1,000
New +$14.4K ﹤0.01% 607

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Benjamin Edwards Inc's STEW Position: Q2 2024 in Review

Benjamin Edwards Inc sold out of SRH Total Return Fund (STEW) in Q2 2024, closing a stake of 1,000 shares — an estimated $15K sold.

Benjamin Edwards Inc first reported a position in STEW in Q1 2024 and held it in 1 quarter. The position peaked at $15K in Q1 2024. 112 funds tracked by Wall St. Rank hold STEW as of Q2 2024.

  • Benjamin Edwards Inc reported no remaining SRH Total Return Fund position as of Q2 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,000 SRH Total Return Fund shares in Q2 2024, an estimated $15K.
  • Benjamin Edwards Inc first reported a position in SRH Total Return Fund in Q1 2024 and held it in 1 quarter.
  • Benjamin Edwards Inc's SRH Total Return Fund position peaked at $15K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2024.

Based on Benjamin Edwards Inc's 13F filing for Q2 2024, filed 12 Aug 2024.