Edge Wealth Management’s Helios and Matheson Analytics Inc. HMNY Stock Holding History

Edge Wealth Management’s Portfolio HMNY Stock Details HMNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-25,000	Closed	-$1K	–	506
2021 Q4	$1K	Hold	25,000	–	–	﹤0.01%	514
2021 Q3	$1K	Hold	25,000	–	–	﹤0.01%	529
2021 Q2	$1K	Hold	25,000	–	–	﹤0.01%	433
2021 Q1	$1K	Hold	25,000	–	–	﹤0.01%	426
2020 Q4	$1K	Hold	25,000	–	–	﹤0.01%	376
2020 Q3	$1K	Hold	25,000	–	–	﹤0.01%	428
2020 Q2	$1K	Hold	25,000	–	–	﹤0.01%	665
2020 Q1	$1K	Hold	25,000	–	–	﹤0.01%	622
2019 Q4	$1K	Hold	25,000	–	–	﹤0.01%	587
2019 Q3	$1K	Hold	25,000	–	–	﹤0.01%	590
2019 Q2	$1K	Hold	25,000	–	–	﹤0.01%	594
2019 Q1	$0	Hold	25,000	–	–	﹤0.01%	641
2018 Q4	$0	Hold	25,000	–	–	﹤0.01%	662
2018 Q3	$1K	Buy	+25,000	New	+$250K	﹤0.01%	608

Other funds holding HMNY

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Edge Wealth Management's HMNY Position: Q1 2022 in Review

Edge Wealth Management sold out of Helios and Matheson Analytics Inc. (HMNY) in Q1 2022, closing a stake of 25,000 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in HMNY in Q3 2018 and held it in 14 quarters. The position peaked at $1K in Q4 2021. 3 funds tracked by Wall St. Rank hold HMNY as of Q1 2022.

Edge Wealth Management reported no remaining Helios and Matheson Analytics Inc. position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 25,000 Helios and Matheson Analytics Inc. shares in Q1 2022, an estimated $1K.
Edge Wealth Management first reported a position in Helios and Matheson Analytics Inc. in Q3 2018 and held it in 14 quarters.
Edge Wealth Management's Helios and Matheson Analytics Inc. position peaked at $1K in Q4 2021.
3 funds tracked by Wall St. Rank held Helios and Matheson Analytics Inc. as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.