Capital Advisory Group Advisory Services’s Ericsson ERIC Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-2,027	Closed	-$23K	–	264
2021 Q3	$23K	Hold	2,027	–	–	0.01%	316
2021 Q2	$25K	Hold	2,027	–	–	0.01%	311
2021 Q1	$27K	Hold	2,027	–	–	0.01%	283
2020 Q4	$24K	Hold	2,027	–	–	0.01%	296
2020 Q3	$22K	Hold	2,027	–	–	0.01%	253
2020 Q2	$19K	Hold	2,027	–	–	0.01%	260
2020 Q1	$16K	Buy	+2,027	New	+$16.6K	0.02%	189
2019 Q4	–	Sell	-2,027	Closed	-$16K	–	267
2019 Q3	$16K	Hold	2,027	–	–	0.01%	230
2019 Q2	$19K	Buy	+2,027	New	+$19.6K	0.01%	221

Other funds holding ERIC

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

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

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

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Capital Advisory Group Advisory Services's ERIC Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Ericsson (ERIC) in Q4 2021, closing a stake of 2,027 shares — an estimated $23K sold.

Capital Advisory Group Advisory Services first reported a position in ERIC in Q2 2019 and held it in 9 quarters. The position peaked at $27K in Q1 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining Ericsson position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2,027 Ericsson shares in Q4 2021, an estimated $23K.
Capital Advisory Group Advisory Services first reported a position in Ericsson in Q2 2019 and held it in 9 quarters.
Capital Advisory Group Advisory Services's Ericsson position peaked at $27K in Q1 2021.
361 funds tracked by Wall St. Rank held Ericsson as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.