CG
SOS

Cutler Group’s SOS Limited SOS Stock Holding History

Cutler Group’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-105
Closed -$1K – 5477
2022
Q2 		$1K Sell
105
-1
-0.9% -$290 ﹤0.01% 4725
2022
Q1 		$4K Sell
106
-336
-76% -$183K ﹤0.01% 4323
2021
Q4 		$9K Sell
442
-220
-33% -$269K ﹤0.01% 3804
2021
Q3 		$47K Sell
662
-1,016
-61% -$2.04M ﹤0.01% 2563
2021
Q2 		$358K Sell
1,678
-1,332
-44% -$3.91M 0.02% 944
2021
Q1 		$1.33M Buy
+3,010
New +$11.8M 0.07% 332
2020
Q3 		– Sell
-19
Closed -$6K – 5229
2020
Q2 		$6K Buy
+19
New +$22K ﹤0.01% 3220
2018
Q2 		– Sell
-1
Closed -$1K – 4831
2018
Q1 		$1K Sell
1
-1
-50% -$39.7K ﹤0.01% 4151
2017
Q4 		$8K Buy
+2
New +$116K ﹤0.01% 3319

Other funds holding SOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
SC
Stephens Consulting Flint, Michigan $309M AUM 14.46% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cutler Group's SOS Position: Q1 2023 in Review

Cutler Group sold out of SOS Limited (SOS) in Q1 2023, closing a stake of 1 share.

Cutler Group first reported a position in SOS in Q4 2017 and held it in 12 quarters. The position peaked at $264K in Q1 2021. 10 funds tracked by Wall St. Rank hold SOS as of Q1 2023.

  • Cutler Group reported no remaining SOS Limited position as of Q1 2023 after selling out during the quarter.
  • Cutler Group sold 1 SOS Limited share in Q1 2023.
  • Cutler Group first reported a position in SOS Limited in Q4 2017 and held it in 12 quarters.
  • Cutler Group's SOS Limited position peaked at $264K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held SOS Limited as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.