FWM
ORBS

Focused Wealth Management’s Eightco Holdings ORBS Stock Holding History

Focused Wealth Management’s Portfolio ORBS Stock Details ORBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$2 – 699
2023
Q4 		$2 Hold
1
– – ﹤0.01% 1024
2023
Q3 		$2 Hold
1
– – ﹤0.01% 1030
2023
Q2 		$6 Hold
1
– – ﹤0.01% 1058
2023
Q1 		$17 Hold
1
– – ﹤0.01% 1028
2022
Q4 		$38 Hold
1
– – ﹤0.01% 1065
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1018
2022
Q2 		$0 Buy
+1
New +$2.04K ﹤0.01% 1025

Other funds holding ORBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Focused Wealth Management sold out of Eightco Holdings (ORBS) in Q1 2024, closing a stake of 1 share — an estimated $2 sold.

Focused Wealth Management first reported a position in ORBS in Q2 2022 and held it in 7 quarters. The position peaked at $38 in Q4 2022. 14 funds tracked by Wall St. Rank hold ORBS as of Q1 2024.

  • Focused Wealth Management reported no remaining Eightco Holdings position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1 Eightco Holdings share in Q1 2024, an estimated $2.
  • Focused Wealth Management first reported a position in Eightco Holdings in Q2 2022 and held it in 7 quarters.
  • Focused Wealth Management's Eightco Holdings position peaked at $38 in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Eightco Holdings as of Q1 2024.

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