CAPTRUST Financial Advisors’s STORA ENSO OYJ, ADS(RP 1 SR R) SEO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SEO Stock Details SEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-724	Closed	-$11K	–	4696
2022 Q2	$11K	Sell	724 -138	-16%	-$2.1K	﹤0.01%	3719
2022 Q1	$17K	Buy	862 +603	+233%	+$11.9K	﹤0.01%	3512
2021 Q4	$5K	Buy	259 +60	+30%	+$1.16K	﹤0.01%	4128
2021 Q3	$3K	Sell	199 -9	-4%	-$136	﹤0.01%	4192
2021 Q2	$4K	Sell	208 -7	-3%	-$135	﹤0.01%	3986
2021 Q1	$4K	Buy	+215	New	+$4K	﹤0.01%	3849

Other funds holding SEO

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

CAPTRUST Financial Advisors's SEO Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of STORA ENSO OYJ, ADS(RP 1 SR R) (SEO) in Q3 2022, closing a stake of 724 shares — an estimated $11K sold.

CAPTRUST Financial Advisors first reported a position in SEO in Q1 2021 and held it in 6 quarters. The position peaked at $17K in Q1 2022. 2 funds tracked by Wall St. Rank hold SEO as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining STORA ENSO OYJ, ADS(RP 1 SR R) position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 724 STORA ENSO OYJ, ADS(RP 1 SR R) shares in Q3 2022, an estimated $11K.
CAPTRUST Financial Advisors first reported a position in STORA ENSO OYJ, ADS(RP 1 SR R) in Q1 2021 and held it in 6 quarters.
CAPTRUST Financial Advisors's STORA ENSO OYJ, ADS(RP 1 SR R) position peaked at $17K in Q1 2022.
2 funds tracked by Wall St. Rank held STORA ENSO OYJ, ADS(RP 1 SR R) as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.