Financial Advocates Investment Management’s Ericsson ERIC Stock Holding History

Financial Advocates Investment Management’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,920	Closed	-$63.8K	–	765
2022 Q4	$63.8K	Buy	+10,920	New	+$65.6K	﹤0.01%	731
2022 Q3	–	Sell	-12,920	Closed	-$95K	–	770
2022 Q2	$95K	Buy	12,920 +2,500	+24%	+$20.4K	0.01%	657
2022 Q1	$95K	Hold	10,420	–	–	0.01%	711
2021 Q4	$113K	Hold	10,420	–	–	0.01%	748
2021 Q3	$116K	Hold	10,420	–	–	0.01%	721
2021 Q2	$131K	Hold	10,420	–	–	0.01%	717
2021 Q1	$137K	Hold	10,420	–	–	0.01%	725
2020 Q4	$125K	Hold	10,420	–	–	0.01%	695
2020 Q3	$113K	Hold	10,420	–	–	0.01%	609
2020 Q2	$97K	Sell	10,420 -550	-5%	-$4.77K	0.01%	591
2020 Q1	$89K	Hold	10,970	–	–	0.01%	459
2019 Q4	$96K	Hold	10,970	–	–	0.01%	501
2019 Q3	$87K	Buy	10,970 +896	+9%	+$7.64K	0.01%	475
2019 Q2	$96K	Buy	+10,074	New	+$97.6K	0.01%	461

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Financial Advocates Investment Management's ERIC Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Ericsson (ERIC) in Q1 2023, closing a stake of 10,920 shares — an estimated $63.8K sold.

Financial Advocates Investment Management first reported a position in ERIC in Q2 2019 and held it in 14 quarters. The position peaked at $137K in Q1 2021. 271 funds tracked by Wall St. Rank hold ERIC as of Q1 2023.

Financial Advocates Investment Management reported no remaining Ericsson position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 10,920 Ericsson shares in Q1 2023, an estimated $63.8K.
Financial Advocates Investment Management first reported a position in Ericsson in Q2 2019 and held it in 14 quarters.
Financial Advocates Investment Management's Ericsson position peaked at $137K in Q1 2021.
271 funds tracked by Wall St. Rank held Ericsson as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.