EPM
SOS

Equitec Proprietary Markets’s SOS Limited SOS Stock Holding History

Equitec Proprietary Markets’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
2022
Q4 		– Sell
-1,799
Closed -$111K – 235
2022
Q3 		$111K Sell
1,799
-80
-4% -$7.5K 0.03% 115
2022
Q2 		$269K Buy
1,879
+1
+0.1% +$290 0.08% 91
2022
Q1 		$756K Sell
1,878
-1,128
-38% -$615K 0.17% 51
2021
Q4 		$1.85M Buy
3,006
+2,925
+3,611% +$3.58M 0.25% 41
2021
Q3 		$130K Sell
81
-40
-33% -$80.3K 0.02% 94
2021
Q2 		$301K Buy
+121
New +$355K 0.09% 85
2020
Q1 		$569K Buy
+152
New +$202K 0.18% 46

Other funds holding SOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
SC
Stephens Consulting Flint, Michigan $309M AUM 14.46% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM

Equitec Proprietary Markets's SOS Position: Q4 2022 in Review

Equitec Proprietary Markets sold out of SOS Limited (SOS) in Q4 2022, closing a stake of 1,799 shares — an estimated $111K sold.

Equitec Proprietary Markets first reported a position in SOS in Q1 2020 and held it in 7 quarters. The position peaked at $1.85M in Q4 2021. 14 funds tracked by Wall St. Rank hold SOS as of Q4 2022.

  • Equitec Proprietary Markets reported no remaining SOS Limited position as of Q4 2022 after selling out during the quarter.
  • Equitec Proprietary Markets sold 1,799 SOS Limited shares in Q4 2022, an estimated $111K.
  • Equitec Proprietary Markets first reported a position in SOS Limited in Q1 2020 and held it in 7 quarters.
  • Equitec Proprietary Markets's SOS Limited position peaked at $1.85M in Q4 2021.
  • 14 funds tracked by Wall St. Rank held SOS Limited as of Q4 2022.

Based on Equitec Proprietary Markets's 13F filing for Q4 2022, filed 31 Jan 2023.