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Coombe, Bender & Co’s Sono-Tek SOTK Stock Holding History

Coombe, Bender & Co’s Portfolio SOTK Stock Details SOTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14,000
Closed -$98K – 81
2022
Q3 		$98K Hold
14,000
– – 0.09% 75
2022
Q2 		$102K Buy
+14,000
New +$87.2K 0.09% 76

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MWM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIP
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Stifel Financial
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BMC
Benin Management Corp Wilton, Connecticut $445M AUM 20.93% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return