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Benjamin F. Edwards & Company’s SOBR Safe SOBR Stock Holding History

Benjamin F. Edwards & Company’s Portfolio SOBR Stock Details SOBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1K Buy
+5
New +$1.47K ﹤0.01% 2109
2024
Q1 		– Sell
-5
Closed -$2K – 2241
2023
Q4 		$2K Buy
+5
New +$3.78K ﹤0.01% 2004

Other funds holding SOBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Benjamin F. Edwards & Company's SOBR Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in SOBR Safe (SOBR) in Q2 2024: 5 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2109 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in SOBR as recently as Q4 2023.

Benjamin F. Edwards & Company first reported a position in SOBR in Q4 2023 and has held it in 2 quarters since. The position peaked at $2K in Q4 2023. 22 funds tracked by Wall St. Rank hold SOBR as of Q2 2024.

  • Benjamin F. Edwards & Company held 5 shares of SOBR Safe worth $1K as of Q2 2024.
  • SOBR Safe was a new Benjamin F. Edwards & Company position in Q2 2024.
  • SOBR Safe made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2109 holding.
  • Benjamin F. Edwards & Company first reported a position in SOBR Safe in Q4 2023 and has held it in 2 quarters since.
  • Benjamin F. Edwards & Company's SOBR Safe position peaked at $2K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held SOBR Safe as of Q2 2024.

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