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Concurrent Investment Advisors’s SonicShares Global Shipping ETF BOAT Stock Holding History

Concurrent Investment Advisors’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,380
Closed -$782K – 1103
2024
Q2 		$782K Buy
+21,380
New +$737K 0.03% 490

Other funds holding BOAT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Concurrent Investment Advisors's BOAT Position: Q3 2024 in Review

Concurrent Investment Advisors sold out of SonicShares Global Shipping ETF (BOAT) in Q3 2024, closing a stake of 21,380 shares — an estimated $782K sold.

Concurrent Investment Advisors first reported a position in BOAT in Q2 2024 and held it in 1 quarter. The position peaked at $782K in Q2 2024. 21 funds tracked by Wall St. Rank hold BOAT as of Q3 2024.

  • Concurrent Investment Advisors reported no remaining SonicShares Global Shipping ETF position as of Q3 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 21,380 SonicShares Global Shipping ETF shares in Q3 2024, an estimated $782K.
  • Concurrent Investment Advisors first reported a position in SonicShares Global Shipping ETF in Q2 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's SonicShares Global Shipping ETF position peaked at $782K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2024.

Based on Concurrent Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.