EWM
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Executive Wealth Management’s Wrap Technologies WRAP Stock Holding History

Executive Wealth Management’s Portfolio WRAP Stock Details WRAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-300
Closed -$2K – 810
2019
Q2 		$2K Buy
+300
New +$2.04K ﹤0.01% 823

Other funds holding WRAP

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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
RCA
Rowland Carmichael Advisors Scottsdale, Arizona $316M AUM 18.07% 1-Year Est. Return

Executive Wealth Management's WRAP Position: Q3 2019 in Review

Executive Wealth Management sold out of Wrap Technologies (WRAP) in Q3 2019, closing a stake of 300 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in WRAP in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 44 funds tracked by Wall St. Rank hold WRAP as of Q3 2019.

  • Executive Wealth Management reported no remaining Wrap Technologies position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 300 Wrap Technologies shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in Wrap Technologies in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Wrap Technologies position peaked at $2K in Q2 2019.
  • 44 funds tracked by Wall St. Rank held Wrap Technologies as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.