FWM
QUOT

Focused Wealth Management’s Quotient Technology Inc QUOT Stock Holding History

Focused Wealth Management’s Portfolio QUOT Stock Details QUOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,000
Closed -$1K – 900
2020
Q2 		$1K Buy
+8,000
New +$53.5K ﹤0.01% 742

Other funds holding QUOT

TI
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MVP
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BlackRock
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GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return