Focused Wealth Management’s Ericsson ERIC Stock Holding History

Focused Wealth 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
2024 Q1	–	Sell	-4	Closed	-$25	–	430
2023 Q4	$25	Buy	+4	New	+$20	﹤0.01%	1003

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 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

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

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

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

DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focused Wealth Management's ERIC Position: Q1 2024 in Review

Focused Wealth Management sold out of Ericsson (ERIC) in Q1 2024, closing a stake of 4 shares — an estimated $25 sold.

Focused Wealth Management first reported a position in ERIC in Q4 2023 and held it in 1 quarter. The position peaked at $25 in Q4 2023. 239 funds tracked by Wall St. Rank hold ERIC as of Q1 2024.

Focused Wealth Management reported no remaining Ericsson position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 4 Ericsson shares in Q1 2024, an estimated $25.
Focused Wealth Management first reported a position in Ericsson in Q4 2023 and held it in 1 quarter.
Focused Wealth Management's Ericsson position peaked at $25 in Q4 2023.
239 funds tracked by Wall St. Rank held Ericsson as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.