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EverSource Wealth Advisors’s AquaBounty Technologies AQB Stock Holding History

EverSource Wealth Advisors’s Portfolio AQB Stock Details AQB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$3 – 2901
2023
Q4 		$3 Buy
+1
New +$3 ﹤0.01% 2630
2023
Q3 		– Hold
0
– – – 2491
2023
Q2 		– Hold
0
– – – 2489
2023
Q1 		– Hold
0
– – – 2373
2022
Q4 		– Hold
0
– – – 2299

Other funds holding AQB

EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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

EverSource Wealth Advisors's AQB Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of AquaBounty Technologies (AQB) in Q1 2024, closing a stake of 1 share — an estimated $3 sold.

EverSource Wealth Advisors first reported a position in AQB in Q4 2023 and held it in 1 quarter. The position peaked at $3 in Q4 2023. 38 funds tracked by Wall St. Rank hold AQB as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining AquaBounty Technologies position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 AquaBounty Technologies share in Q1 2024, an estimated $3.
  • EverSource Wealth Advisors first reported a position in AquaBounty Technologies in Q4 2023 and held it in 1 quarter.
  • EverSource Wealth Advisors's AquaBounty Technologies position peaked at $3 in Q4 2023.
  • 38 funds tracked by Wall St. Rank held AquaBounty Technologies as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.