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Ferguson Shapiro’s SonicShares Global Shipping ETF BOAT Stock Holding History

Ferguson Shapiro’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,443
Closed -$601K – 63
2024
Q2 		$601K Buy
+16,443
New +$567K 0.24% 35

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VCWA
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GS
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ferguson Shapiro's BOAT Position: Q3 2024 in Review

Ferguson Shapiro sold out of SonicShares Global Shipping ETF (BOAT) in Q3 2024, closing a stake of 16,443 shares — an estimated $601K sold.

Ferguson Shapiro first reported a position in BOAT in Q2 2024 and held it in 1 quarter. The position peaked at $601K in Q2 2024. 21 funds tracked by Wall St. Rank hold BOAT as of Q3 2024.

  • Ferguson Shapiro reported no remaining SonicShares Global Shipping ETF position as of Q3 2024 after selling out during the quarter.
  • Ferguson Shapiro sold 16,443 SonicShares Global Shipping ETF shares in Q3 2024, an estimated $601K.
  • Ferguson Shapiro first reported a position in SonicShares Global Shipping ETF in Q2 2024 and held it in 1 quarter.
  • Ferguson Shapiro's SonicShares Global Shipping ETF position peaked at $601K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q3 2024.

Based on Ferguson Shapiro's 13F filing for Q3 2024, filed 9 Oct 2024.