EverSource Wealth Advisors’s Huadi International Group HUDI Stock Holding History

EverSource Wealth Advisors’s Portfolio HUDI Stock Details HUDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-93	Closed	-$433	–	2573
2023 Q2	$433	Hold	93	–	–	﹤0.01%	2374
2023 Q1	$290	Buy	+93	New	+$435	﹤0.01%	2293

Other funds holding HUDI

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

EverSource Wealth Advisors's HUDI Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Huadi International Group (HUDI) in Q3 2023, closing a stake of 93 shares — an estimated $433 sold.

EverSource Wealth Advisors first reported a position in HUDI in Q1 2023 and held it in 2 quarters. The position peaked at $433 in Q2 2023. 6 funds tracked by Wall St. Rank hold HUDI as of Q3 2023.

EverSource Wealth Advisors reported no remaining Huadi International Group position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 93 Huadi International Group shares in Q3 2023, an estimated $433.
EverSource Wealth Advisors first reported a position in Huadi International Group in Q1 2023 and held it in 2 quarters.
EverSource Wealth Advisors's Huadi International Group position peaked at $433 in Q2 2023.
6 funds tracked by Wall St. Rank held Huadi International Group as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.