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Concurrent Investment Advisors’s Aqua Metals AQMS Stock Holding History

Concurrent Investment Advisors’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-88
Closed -$3.29K – 1127
2024
Q3 		$3.29K Hold
88
– – ﹤0.01% 1088
2024
Q2 		$5.63K Buy
+88
New +$8.05K ﹤0.01% 982

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Concurrent Investment Advisors's AQMS Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Aqua Metals (AQMS) in Q4 2024, closing a stake of 88 shares — an estimated $3.29K sold.

Concurrent Investment Advisors first reported a position in AQMS in Q2 2024 and held it in 2 quarters. The position peaked at $5.63K in Q2 2024. 30 funds tracked by Wall St. Rank hold AQMS as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Aqua Metals position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 88 Aqua Metals shares in Q4 2024, an estimated $3.29K.
  • Concurrent Investment Advisors first reported a position in Aqua Metals in Q2 2024 and held it in 2 quarters.
  • Concurrent Investment Advisors's Aqua Metals position peaked at $5.63K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.