Commonwealth Equity Services
SOBR icon

Commonwealth Equity Services’s SOBR Safe SOBR Stock Holding History

Commonwealth Equity Services’s Portfolio SOBR Stock Details SOBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-66
Closed -$124K – 3923
2023
Q2 		$124K Buy
66
+14
+27% +$28.5K ﹤0.01% 3538
2023
Q1 		$126 Buy
52
+39
+300% +$77K ﹤0.01% 3447
2022
Q4 		$13K Buy
+13
New +$27.4K ﹤0.01% 3629

Other funds holding SOBR

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Commonwealth Equity Services's SOBR Position: Q3 2023 in Review

Commonwealth Equity Services sold out of SOBR Safe (SOBR) in Q3 2023, closing a stake of 66 shares — an estimated $124K sold.

Commonwealth Equity Services first reported a position in SOBR in Q4 2022 and held it in 3 quarters. The position peaked at $124K in Q2 2023. 17 funds tracked by Wall St. Rank hold SOBR as of Q3 2023.

  • Commonwealth Equity Services reported no remaining SOBR Safe position as of Q3 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 66 SOBR Safe shares in Q3 2023, an estimated $124K.
  • Commonwealth Equity Services first reported a position in SOBR Safe in Q4 2022 and held it in 3 quarters.
  • Commonwealth Equity Services's SOBR Safe position peaked at $124K in Q2 2023.
  • 17 funds tracked by Wall St. Rank held SOBR Safe as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.