EWM
SOS

Empirical Wealth Management’s SOS Limited SOS Stock Holding History

Empirical Wealth Management’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-20
Closed -$50K – 478
2021
Q2 		$50K Buy
+20
New +$58.6K ﹤0.01% 438

Other funds holding SOS

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Empirical Wealth Management's SOS Position: Q3 2021 in Review

Empirical Wealth Management sold out of SOS Limited (SOS) in Q3 2021, closing a stake of 20 shares — an estimated $50K sold.

Empirical Wealth Management first reported a position in SOS in Q2 2021 and held it in 1 quarter. The position peaked at $50K in Q2 2021. 60 funds tracked by Wall St. Rank hold SOS as of Q3 2021.

  • Empirical Wealth Management reported no remaining SOS Limited position as of Q3 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 20 SOS Limited shares in Q3 2021, an estimated $50K.
  • Empirical Wealth Management first reported a position in SOS Limited in Q2 2021 and held it in 1 quarter.
  • Empirical Wealth Management's SOS Limited position peaked at $50K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held SOS Limited as of Q3 2021.

Based on Empirical Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.