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Castle Wealth Management’s Quantum Corp QMCO Stock Holding History

Castle Wealth Management’s Portfolio QMCO Stock Details QMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$2K – 490
2022
Q3 		$2K Hold
100
– – ﹤0.01% 588
2022
Q2 		$3K Buy
+100
New +$3.79K ﹤0.01% 542

Other funds holding QMCO

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Castle Wealth Management's QMCO Position: Q4 2022 in Review

Castle Wealth Management sold out of Quantum Corp (QMCO) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in QMCO in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 74 funds tracked by Wall St. Rank hold QMCO as of Q4 2022.

  • Castle Wealth Management reported no remaining Quantum Corp position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 100 Quantum Corp shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in Quantum Corp in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Quantum Corp position peaked at $3K in Q2 2022.
  • 74 funds tracked by Wall St. Rank held Quantum Corp as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.