Buckingham Strategic Wealth’s Energous WATT Stock Holding History

Buckingham Strategic Wealth’s Portfolio WATT Stock Details WATT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-71	Closed	-$35.8K	–	722
2023 Q1	$35.8K	Hold	71	–	–	﹤0.01%	606
2022 Q4	$35.8K	Hold	71	–	–	﹤0.01%	608
2022 Q3	$44K	Hold	71	–	–	﹤0.01%	589
2022 Q2	$43K	Hold	71	–	–	﹤0.01%	590
2022 Q1	$51K	Hold	71	–	–	﹤0.01%	588
2021 Q4	$53K	Hold	71	–	–	﹤0.01%	587
2021 Q3	$89K	Hold	71	–	–	﹤0.01%	580
2021 Q2	$123K	Hold	71	–	–	﹤0.01%	574
2021 Q1	$174K	Hold	71	–	–	0.01%	524
2020 Q4	$77K	Hold	71	–	–	﹤0.01%	524
2020 Q3	$126K	Buy	+71	New	+$139K	0.01%	463
2020 Q1	–	Sell	-71	Closed	-$76K	–	520
2019 Q4	$76K	Buy	+71	New	+$106K	0.01%	452

Other funds holding WATT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Buckingham Strategic Wealth's WATT Position: Q2 2023 in Review

Buckingham Strategic Wealth sold out of Energous (WATT) in Q2 2023, closing a stake of 71 shares — an estimated $35.8K sold.

Buckingham Strategic Wealth first reported a position in WATT in Q4 2019 and held it in 12 quarters. The position peaked at $174K in Q1 2021. 53 funds tracked by Wall St. Rank hold WATT as of Q2 2023.

Buckingham Strategic Wealth reported no remaining Energous position as of Q2 2023 after selling out during the quarter.
Buckingham Strategic Wealth sold 71 Energous shares in Q2 2023, an estimated $35.8K.
Buckingham Strategic Wealth first reported a position in Energous in Q4 2019 and held it in 12 quarters.
Buckingham Strategic Wealth's Energous position peaked at $174K in Q1 2021.
53 funds tracked by Wall St. Rank held Energous as of Q2 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.