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Ellevest Inc’s Byrna Technologies BYRN Stock Holding History

Ellevest Inc’s Portfolio BYRN Stock Details BYRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-125
Closed -$980 – 1904
2022
Q4 		$980 Sell
125
-49
-28% -$366 ﹤0.01% 1525
2022
Q3 		$1K Sell
174
-142
-45% -$1.12K ﹤0.01% 1433
2022
Q2 		$3K Buy
+316
New +$2.41K ﹤0.01% 1086

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Ellevest Inc's BYRN Position: Q1 2023 in Review

Ellevest Inc sold out of Byrna Technologies (BYRN) in Q1 2023, closing a stake of 125 shares — an estimated $980 sold.

Ellevest Inc first reported a position in BYRN in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 54 funds tracked by Wall St. Rank hold BYRN as of Q1 2023.

  • Ellevest Inc reported no remaining Byrna Technologies position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 125 Byrna Technologies shares in Q1 2023, an estimated $980.
  • Ellevest Inc first reported a position in Byrna Technologies in Q2 2022 and held it in 3 quarters.
  • Ellevest Inc's Byrna Technologies position peaked at $3K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Byrna Technologies as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.