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EP Wealth Advisors’s SuperCom SPCB Stock Holding History

EP Wealth Advisors’s Portfolio SPCB Stock Details SPCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-618
Closed -$2.47K – 1204
2024
Q2 		$2.47K Hold
618
– – ﹤0.01% 859
2024
Q1 		$2.05K Hold
618
– – ﹤0.01% 833
2023
Q4 		$4.78K Hold
618
– – ﹤0.01% 813
2023
Q3 		$5.17K Sell
618
-660
-52% -$8.89K ﹤0.01% 750
2023
Q2 		$12.3K Buy
+1,278
New +$29.5K ﹤0.01% 682

Other funds holding SPCB

SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EP Wealth Advisors's SPCB Position: Q3 2024 in Review

EP Wealth Advisors sold out of SuperCom (SPCB) in Q3 2024, closing a stake of 618 shares — an estimated $2.47K sold.

EP Wealth Advisors first reported a position in SPCB in Q2 2023 and held it in 5 quarters. The position peaked at $12.3K in Q2 2023. 9 funds tracked by Wall St. Rank hold SPCB as of Q3 2024.

  • EP Wealth Advisors reported no remaining SuperCom position as of Q3 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 618 SuperCom shares in Q3 2024, an estimated $2.47K.
  • EP Wealth Advisors first reported a position in SuperCom in Q2 2023 and held it in 5 quarters.
  • EP Wealth Advisors's SuperCom position peaked at $12.3K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held SuperCom as of Q3 2024.

Based on EP Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.