EWA
CONN

EverSource Wealth Advisors’s Conn's Inc. CONN Stock Holding History

EverSource Wealth Advisors’s Portfolio CONN Stock Details CONN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed – – 3154
2024
Q2 		$0 Hold
1
– – ﹤0.01% 3164
2024
Q1 		$4 Hold
1
– – ﹤0.01% 2890
2023
Q4 		$4 Sell
1
-266
-100% -$877 ﹤0.01% 2629
2023
Q3 		$1.05K Buy
267
+266
+26,600% +$1.1K ﹤0.01% 2185
2023
Q2 		$4 Hold
1
– – ﹤0.01% 2487
2023
Q1 		$6 Buy
+1
New +$9 ﹤0.01% 2371

Other funds holding CONN

LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

EverSource Wealth Advisors's CONN Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Conn's Inc. (CONN) in Q3 2024, closing a stake of 1 share.

EverSource Wealth Advisors first reported a position in CONN in Q1 2023 and held it in 6 quarters. The position peaked at $1.05K in Q3 2023. 6 funds tracked by Wall St. Rank hold CONN as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Conn's Inc. position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 Conn's Inc. share in Q3 2024.
  • EverSource Wealth Advisors first reported a position in Conn's Inc. in Q1 2023 and held it in 6 quarters.
  • EverSource Wealth Advisors's Conn's Inc. position peaked at $1.05K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Conn's Inc. as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.