EWA
REED

EP Wealth Advisors’s Reeds, Inc. Common Stock REED Stock Holding History

EP Wealth Advisors’s Portfolio REED Stock Details REED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$3.49K – 723
2022
Q4 		$3.49K Hold
1,000
– – ﹤0.01% 621
2022
Q3 		$6K Buy
+1,000
New +$8.96K ﹤0.01% 342

EP Wealth Advisors's REED Position: Q1 2023 in Review

EP Wealth Advisors sold out of Reeds, Inc. Common Stock (REED) in Q1 2023, closing a stake of 1,000 shares — an estimated $3.49K sold.

EP Wealth Advisors first reported a position in REED in Q3 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 0 funds tracked by Wall St. Rank hold REED as of Q1 2023.

  • EP Wealth Advisors reported no remaining Reeds, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 1,000 Reeds, Inc. Common Stock shares in Q1 2023, an estimated $3.49K.
  • EP Wealth Advisors first reported a position in Reeds, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • EP Wealth Advisors's Reeds, Inc. Common Stock position peaked at $6K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Reeds, Inc. Common Stock as of Q1 2023.

Based on EP Wealth Advisors's 13F filing for Q1 2023, filed 5 Jun 2023.