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CarsonAllaria Wealth Management’s Energous WATT Stock Holding History

CarsonAllaria Wealth Management’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
2024
Q1 		– Sell
-3
Closed -$183 – 414
2023
Q4 		$183 Hold
3
– – ﹤0.01% 350
2023
Q3 		$160 Hold
3
– – ﹤0.01% 356
2023
Q2 		$480 Hold
3
– – ﹤0.01% 372
2023
Q1 		$1.08K Hold
3
– – ﹤0.01% 332
2022
Q4 		$2K Buy
+3
New +$1.81K ﹤0.01% 292

Other funds holding WATT

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

CarsonAllaria Wealth Management's WATT Position: Q1 2024 in Review

CarsonAllaria Wealth Management sold out of Energous (WATT) in Q1 2024, closing a stake of 3 shares — an estimated $183 sold.

CarsonAllaria Wealth Management first reported a position in WATT in Q4 2022 and held it in 5 quarters. The position peaked at $2K in Q4 2022. 22 funds tracked by Wall St. Rank hold WATT as of Q1 2024.

  • CarsonAllaria Wealth Management reported no remaining Energous position as of Q1 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 3 Energous shares in Q1 2024, an estimated $183.
  • CarsonAllaria Wealth Management first reported a position in Energous in Q4 2022 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's Energous position peaked at $2K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held Energous as of Q1 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.