CIM
BTCY

Caldwell Investment Management’s Biotricity, Inc. Common Stock BTCY Stock Holding History

Caldwell Investment Management’s Portfolio BTCY Stock Details BTCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-18,425
Closed -$265K – 35
2022
Q1 		$265K Buy
+18,425
New +$320K 0.21% 33

Other funds holding BTCY

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SWMP
Signature Wealth Management Partners Montvale, New Jersey $214M AUM 27.04% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Caldwell Investment Management's BTCY Position: Q2 2022 in Review

Caldwell Investment Management sold out of Biotricity, Inc. Common Stock (BTCY) in Q2 2022, closing a stake of 18,425 shares — an estimated $265K sold.

Caldwell Investment Management first reported a position in BTCY in Q1 2022 and held it in 1 quarter. The position peaked at $265K in Q1 2022. 27 funds tracked by Wall St. Rank hold BTCY as of Q2 2022.

  • Caldwell Investment Management reported no remaining Biotricity, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 18,425 Biotricity, Inc. Common Stock shares in Q2 2022, an estimated $265K.
  • Caldwell Investment Management first reported a position in Biotricity, Inc. Common Stock in Q1 2022 and held it in 1 quarter.
  • Caldwell Investment Management's Biotricity, Inc. Common Stock position peaked at $265K in Q1 2022.
  • 27 funds tracked by Wall St. Rank held Biotricity, Inc. Common Stock as of Q2 2022.

Based on Caldwell Investment Management's 13F filing for Q2 2022, filed 25 Jul 2022.