EI
SOPA

Ellevest Inc’s Society Pass SOPA Stock Holding History

Ellevest Inc’s Portfolio SOPA Stock Details SOPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11
Closed – – 1848
2022
Q2 		$0 Buy
+11
New +$362 ﹤0.01% 1666

Other funds holding SOPA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bayesian Capital Management Brooklyn, New York $81.9M AUM 26.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ellevest Inc's SOPA Position: Q3 2022 in Review

Ellevest Inc sold out of Society Pass (SOPA) in Q3 2022, closing a stake of 11 shares.

Ellevest Inc first reported a position in SOPA in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 17 funds tracked by Wall St. Rank hold SOPA as of Q3 2022.

  • Ellevest Inc reported no remaining Society Pass position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 11 Society Pass shares in Q3 2022.
  • Ellevest Inc first reported a position in Society Pass in Q2 2022 and held it in 1 quarter.
  • Ellevest Inc's Society Pass position peaked at $0 in Q2 2022.
  • 17 funds tracked by Wall St. Rank held Society Pass as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.