Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Energous WATT Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-107
Closed -$15K – 3271
2023
Q2 		$15K Sell
107
-5
-4% -$1.07K ﹤0.01% 3137
2023
Q1 		$36K Hold
112
– – ﹤0.01% 3070
2022
Q4 		$56K Buy
112
+12
+12% +$7.24K ﹤0.01% 2970
2022
Q3 		$62K Hold
100
– – ﹤0.01% 2918
2022
Q2 		$60K Buy
100
+2
+2% +$1.22K ﹤0.01% 2927
2022
Q1 		$71K Hold
98
– – ﹤0.01% 3051
2021
Q4 		$74K Hold
98
– – ﹤0.01% 3062
2021
Q3 		$123K Buy
98
+2
+2% +$2.86K ﹤0.01% 2922
2021
Q2 		$166K Hold
96
– – ﹤0.01% 2882
2021
Q1 		$234K Hold
96
– – ﹤0.01% 2481
2020
Q4 		$104K Sell
96
-1
-1% -$1.32K ﹤0.01% 2599
2020
Q3 		$172K Buy
97
+68
+234% +$133K ﹤0.01% 2287
2020
Q2 		$49K Sell
29
-1
-3% -$1.17K ﹤0.01% 2380
2020
Q1 		$13K Sell
30
-1
-3% -$893 ﹤0.01% 2254
2019
Q4 		$32K Sell
31
-1
-3% -$1.49K ﹤0.01% 2372
2019
Q3 		$64K Hold
32
– – ﹤0.01% 2261
2019
Q2 		$85K Sell
32
-2
-6% -$5.84K ﹤0.01% 2115
2019
Q1 		$129K Buy
34
+3
+10% +$13K ﹤0.01% 2155
2018
Q4 		$107K Sell
31
-2
-6% -$9.75K ﹤0.01% 2028
2018
Q3 		$203K Hold
33
– – ﹤0.01% 2046
2018
Q2 		$293K Buy
33
+4
+14% +$42K ﹤0.01% 1748
2018
Q1 		$276K Buy
29
+2
+7% +$23.7K ﹤0.01% 1736
2017
Q4 		$310K Sell
27
-3
-10% -$18.9K ﹤0.01% 1633
2017
Q3 		$231K Sell
30
-1
-3% -$7.83K ﹤0.01% 1730
2017
Q2 		$303K Buy
31
+1
+3% +$8.91K ﹤0.01% 1504
2017
Q1 		$283K Sell
30
-74
-71% -$710K ﹤0.01% 1423
2016
Q4 		$1.05M Buy
104
+21
+25% +$201K 0.02% 651
2016
Q3 		$980K Buy
+83
New +$741K 0.02% 693

Other funds holding WATT

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 $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's WATT Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Energous (WATT) in Q3 2023, closing a stake of 107 shares — an estimated $15K sold.

Cambridge Investment Research Advisors first reported a position in WATT in Q3 2016 and held it in 28 quarters. The position peaked at $1.05M in Q4 2016. 24 funds tracked by Wall St. Rank hold WATT as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining Energous position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 107 Energous shares in Q3 2023, an estimated $15K.
  • Cambridge Investment Research Advisors first reported a position in Energous in Q3 2016 and held it in 28 quarters.
  • Cambridge Investment Research Advisors's Energous position peaked at $1.05M in Q4 2016.
  • 24 funds tracked by Wall St. Rank held Energous as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.