ECA
TAOX

Elevated Capital Advisors’s Tao Synergies Inc TAOX Stock Holding History

Elevated Capital Advisors’s Portfolio TAOX Stock Details TAOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-838
Closed -$3.93K – 247
2024
Q1 		$3.93K Buy
838
+200
+31% +$1.03K ﹤0.01% 175
2023
Q4 		$4.34K Buy
638
+220
+53% +$1.59K ﹤0.01% 174
2023
Q3 		$4.6K Buy
+418
New +$6.33K ﹤0.01% 167

Other funds holding TAOX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Elevated Capital Advisors's TAOX Position: Q2 2024 in Review

Elevated Capital Advisors sold out of Tao Synergies Inc (TAOX) in Q2 2024, closing a stake of 838 shares — an estimated $3.93K sold.

Elevated Capital Advisors first reported a position in TAOX in Q3 2023 and held it in 3 quarters. The position peaked at $4.6K in Q3 2023. 8 funds tracked by Wall St. Rank hold TAOX as of Q2 2024.

  • Elevated Capital Advisors reported no remaining Tao Synergies Inc position as of Q2 2024 after selling out during the quarter.
  • Elevated Capital Advisors sold 838 Tao Synergies Inc shares in Q2 2024, an estimated $3.93K.
  • Elevated Capital Advisors first reported a position in Tao Synergies Inc in Q3 2023 and held it in 3 quarters.
  • Elevated Capital Advisors's Tao Synergies Inc position peaked at $4.6K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q2 2024.

Based on Elevated Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.