Crewe Advisors’s Society Pass SOPA Stock Holding History

Crewe Advisors’s Portfolio SOPA Stock Details SOPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-23	Closed	-$1K	–	1243
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	1196
2022 Q2	$1K	Buy	+23	New	+$757	﹤0.01%	1102

Other funds holding SOPA

CCM

Connective Capital Management Palo Alto, California $142M AUM 51.29% 1-Year Est. Return

swisspartners Vaduz, Liechtenstein $78.4M AUM 9.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Crewe Advisors's SOPA Position: Q4 2022 in Review

Crewe Advisors sold out of Society Pass (SOPA) in Q4 2022, closing a stake of 23 shares — an estimated $1K sold.

Crewe Advisors first reported a position in SOPA in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 19 funds tracked by Wall St. Rank hold SOPA as of Q4 2022.

Crewe Advisors reported no remaining Society Pass position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 23 Society Pass shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in Society Pass in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Society Pass position peaked at $1K in Q3 2022.
19 funds tracked by Wall St. Rank held Society Pass as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.