Commonwealth Equity Services’s Sphere 3D ANY Stock Holding History

Commonwealth Equity Services’s Portfolio ANY Stock Details ANY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-148	Closed	-$3	–	3836
2023 Q1	$3	Buy	148 +1	+0.7%	+$26	﹤0.01%	3760
2022 Q4	$2K	Hold	147	–	–	﹤0.01%	3692
2022 Q3	$4K	Hold	147	–	–	﹤0.01%	3644
2022 Q2	$5K	Hold	147	–	–	﹤0.01%	3645
2022 Q1	$21K	Sell	147 -63	-30%	-$10.2K	﹤0.01%	3656
2021 Q4	$45K	Buy	+210	New	+$81.4K	﹤0.01%	3547

Other funds holding ANY

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horan Securities Cincinnati, United States $284M AUM 12.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Commonwealth Equity Services's ANY Position: Q2 2023 in Review

Commonwealth Equity Services sold out of Sphere 3D (ANY) in Q2 2023, closing a stake of 148 shares — an estimated $3 sold.

Commonwealth Equity Services first reported a position in ANY in Q4 2021 and held it in 6 quarters. The position peaked at $45K in Q4 2021. 17 funds tracked by Wall St. Rank hold ANY as of Q2 2023.

Commonwealth Equity Services reported no remaining Sphere 3D position as of Q2 2023 after selling out during the quarter.
Commonwealth Equity Services sold 148 Sphere 3D shares in Q2 2023, an estimated $3.
Commonwealth Equity Services first reported a position in Sphere 3D in Q4 2021 and held it in 6 quarters.
Commonwealth Equity Services's Sphere 3D position peaked at $45K in Q4 2021.
17 funds tracked by Wall St. Rank held Sphere 3D as of Q2 2023.

Based on Commonwealth Equity Services's 13F filing for Q2 2023, filed 10 Aug 2023.