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Carolinas Wealth Consulting’s Ericsson ERIC Stock Holding History

Carolinas Wealth Consulting’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
-320
Closed -$4K – 976
2021
Q3 		$4K Hold
320
– – ﹤0.01% 693
2021
Q2 		$4K Buy
+320
New +$4.28K ﹤0.01% 722

Other funds holding ERIC

Primecap Management
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Thrivent Financial for Lutherans
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

Carolinas Wealth Consulting's ERIC Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Ericsson (ERIC) in Q4 2021, closing a stake of 320 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in ERIC in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining Ericsson position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 320 Ericsson shares in Q4 2021, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in Ericsson in Q2 2021 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Ericsson position peaked at $4K in Q3 2021.
  • 361 funds tracked by Wall St. Rank held Ericsson as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.