Capstone Investment Advisors
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Capstone Investment Advisors’s Energous WATT Stock Holding History

Capstone Investment 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
2021
Q2 		– Sell
-51
Closed -$124K – 1886
2021
Q1 		$124K Buy
+51
New +$118K ﹤0.01% 1498
2018
Q4 		– Sell
-2
Closed -$9K – 1371
2018
Q3 		$9K Buy
+2
New +$15.5K ﹤0.01% 1274

Other funds holding WATT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Capstone Investment Advisors's WATT Position: Q2 2021 in Review

Capstone Investment Advisors sold out of Energous (WATT) in Q2 2021, closing a stake of 51 shares — an estimated $124K sold.

Capstone Investment Advisors first reported a position in WATT in Q3 2018 and held it in 2 quarters. The position peaked at $124K in Q1 2021. 73 funds tracked by Wall St. Rank hold WATT as of Q2 2021.

  • Capstone Investment Advisors reported no remaining Energous position as of Q2 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 51 Energous shares in Q2 2021, an estimated $124K.
  • Capstone Investment Advisors first reported a position in Energous in Q3 2018 and held it in 2 quarters.
  • Capstone Investment Advisors's Energous position peaked at $124K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Energous as of Q2 2021.

Based on Capstone Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.