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EverSource Wealth Advisors’s Seer Inc SEER Stock Holding History

EverSource Wealth Advisors’s Portfolio SEER Stock Details SEER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-492
Closed -$974 – 3112
2024
Q2 		$974 Hold
492
– – ﹤0.01% 2749
2024
Q1 		$1.02K Hold
492
– – ﹤0.01% 2569
2023
Q4 		$954 Buy
+492
New +$875 ﹤0.01% 2414

Other funds holding SEER

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SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 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
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Seer Inc (SEER) in Q3 2024, closing a stake of 492 shares — an estimated $974 sold.

EverSource Wealth Advisors first reported a position in SEER in Q4 2023 and held it in 3 quarters. The position peaked at $1.02K in Q1 2024. 70 funds tracked by Wall St. Rank hold SEER as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Seer Inc position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 492 Seer Inc shares in Q3 2024, an estimated $974.
  • EverSource Wealth Advisors first reported a position in Seer Inc in Q4 2023 and held it in 3 quarters.
  • EverSource Wealth Advisors's Seer Inc position peaked at $1.02K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held Seer Inc as of Q3 2024.

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