BSW Wealth Partners’s Ericsson ERIC Stock Holding History

BSW Wealth Partners’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
2023 Q1	–	Sell	-17,749	Closed	-$104K	–	323
2022 Q4	$104K	Buy	+17,749	New	+$107K	0.02%	297

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BSW Wealth Partners's ERIC Position: Q1 2023 in Review

BSW Wealth Partners sold out of Ericsson (ERIC) in Q1 2023, closing a stake of 17,749 shares — an estimated $104K sold.

BSW Wealth Partners first reported a position in ERIC in Q4 2022 and held it in 1 quarter. The position peaked at $104K in Q4 2022. 270 funds tracked by Wall St. Rank hold ERIC as of Q1 2023.

BSW Wealth Partners reported no remaining Ericsson position as of Q1 2023 after selling out during the quarter.
BSW Wealth Partners sold 17,749 Ericsson shares in Q1 2023, an estimated $104K.
BSW Wealth Partners first reported a position in Ericsson in Q4 2022 and held it in 1 quarter.
BSW Wealth Partners's Ericsson position peaked at $104K in Q4 2022.
270 funds tracked by Wall St. Rank held Ericsson as of Q1 2023.

Based on BSW Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.