CAPTRUST Financial Advisors
SOS

CAPTRUST Financial Advisors’s SOS Limited SOS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Hold
0
– – – 3765
2022
Q2 		– Hold
0
– – – 5118
2022
Q1 		– Hold
0
– – – 5113
2021
Q4 		– Sell
-1
Closed -$1.22K – 4897
2021
Q3 		$1K Buy
+1
New +$2.01K ﹤0.01% 4481
2021
Q2 		– Sell
-1
Closed -$2.93K – 4384
2021
Q1 		$3K Buy
+1
New +$3.93K ﹤0.01% 3939

Other funds holding SOS

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
SC
Stephens Consulting Flint, Michigan $309M AUM 14.46% 1-Year Est. Return

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

CAPTRUST Financial Advisors held its SOS Limited (SOS) position steady in Q3 2022 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3765.

CAPTRUST Financial Advisors first reported a position in SOS in Q1 2021 and has held it in 2 quarters since. The position peaked at $3K in Q1 2021. 18 funds tracked by Wall St. Rank hold SOS as of Q3 2022.

  • CAPTRUST Financial Advisors held 0 shares of SOS Limited worth $0 as of Q3 2022.
  • CAPTRUST Financial Advisors left its SOS Limited share count unchanged in Q3 2022.
  • SOS Limited made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2022, its #3765 holding.
  • CAPTRUST Financial Advisors first reported a position in SOS Limited in Q1 2021 and has held it in 2 quarters since.
  • CAPTRUST Financial Advisors's SOS Limited position peaked at $3K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held SOS Limited as of Q3 2022.

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