EWA
SWIR

EverSource Wealth Advisors’s Sierra Wireless SWIR Stock Holding History

EverSource Wealth Advisors’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17
Closed -$493 – 2597
2022
Q4 		$493 Buy
+17
New +$500 ﹤0.01% 2214

Other funds holding SWIR

AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

EverSource Wealth Advisors's SWIR Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Sierra Wireless (SWIR) in Q1 2023, closing a stake of 17 shares — an estimated $493 sold.

EverSource Wealth Advisors first reported a position in SWIR in Q4 2022 and held it in 1 quarter. The position peaked at $493 in Q4 2022. 1 fund tracked by Wall St. Rank holds SWIR as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Sierra Wireless position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 17 Sierra Wireless shares in Q1 2023, an estimated $493.
  • EverSource Wealth Advisors first reported a position in Sierra Wireless in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Sierra Wireless position peaked at $493 in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Sierra Wireless as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.