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Dorchester Wealth Management’s Aqua Metals AQMS Stock Holding History

Dorchester Wealth Management’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
-267
Closed -$9.99K – 148
2024
Q3 		$9.99K Hold
267
– – ﹤0.01% 159
2024
Q2 		$17.1K Hold
267
– – ﹤0.01% 159
2024
Q1 		$28.7K Hold
267
– – 0.01% 164
2023
Q4 		$40.6K Hold
267
– – 0.01% 158
2023
Q3 		$60.3K Buy
+267
New +$63.9K 0.01% 148

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 $43.3B AUM 29.3% 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

Dorchester Wealth Management's AQMS Position: Q4 2024 in Review

Dorchester Wealth Management sold out of Aqua Metals (AQMS) in Q4 2024, closing a stake of 267 shares — an estimated $9.99K sold.

Dorchester Wealth Management first reported a position in AQMS in Q3 2023 and held it in 5 quarters. The position peaked at $60.3K in Q3 2023. 30 funds tracked by Wall St. Rank hold AQMS as of Q4 2024.

  • Dorchester Wealth Management reported no remaining Aqua Metals position as of Q4 2024 after selling out during the quarter.
  • Dorchester Wealth Management sold 267 Aqua Metals shares in Q4 2024, an estimated $9.99K.
  • Dorchester Wealth Management first reported a position in Aqua Metals in Q3 2023 and held it in 5 quarters.
  • Dorchester Wealth Management's Aqua Metals position peaked at $60.3K in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.