EverSource Wealth Advisors’s United Maritime USEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-126	Closed	-$554	–	2538
2022 Q4	$554	Buy	+126	New	+$387	﹤0.01%	2185

Other funds holding USEA

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of United Maritime (USEA) in Q1 2023, closing a stake of 126 shares — an estimated $554 sold.

EverSource Wealth Advisors first reported a position in USEA in Q4 2022 and held it in 1 quarter. The position peaked at $554 in Q4 2022. 10 funds tracked by Wall St. Rank hold USEA as of Q1 2023.

EverSource Wealth Advisors reported no remaining United Maritime position as of Q1 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 126 United Maritime shares in Q1 2023, an estimated $554.
EverSource Wealth Advisors first reported a position in United Maritime in Q4 2022 and held it in 1 quarter.
EverSource Wealth Advisors's United Maritime position peaked at $554 in Q4 2022.
10 funds tracked by Wall St. Rank held United Maritime as of Q1 2023.

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