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Centerpoint Advisors’s Ericsson ERIC Stock Holding History

Centerpoint Advisors’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
2023
Q3 		– Sell
-2,000
Closed -$11K – 573
2023
Q2 		$11K Hold
2,000
– – ﹤0.01% 332
2023
Q1 		$12K Hold
2,000
– – 0.01% 340
2022
Q4 		$12K Hold
2,000
– – 0.01% 289
2022
Q3 		$11K Buy
+2,000
New +$14.3K 0.01% 214
2022
Q2 		– Sell
-51
Closed – – 402
2022
Q1 		$0 Hold
51
– – ﹤0.01% 417
2021
Q4 		$1K Buy
+51
New +$558 ﹤0.01% 372

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Centerpoint Advisors's ERIC Position: Q3 2023 in Review

Centerpoint Advisors sold out of Ericsson (ERIC) in Q3 2023, closing a stake of 2,000 shares — an estimated $11K sold.

Centerpoint Advisors first reported a position in ERIC in Q4 2021 and held it in 6 quarters. The position peaked at $12K in Q1 2023. 236 funds tracked by Wall St. Rank hold ERIC as of Q3 2023.

  • Centerpoint Advisors reported no remaining Ericsson position as of Q3 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 2,000 Ericsson shares in Q3 2023, an estimated $11K.
  • Centerpoint Advisors first reported a position in Ericsson in Q4 2021 and held it in 6 quarters.
  • Centerpoint Advisors's Ericsson position peaked at $12K in Q1 2023.
  • 236 funds tracked by Wall St. Rank held Ericsson as of Q3 2023.

Based on Centerpoint Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.