FIA
ROI

Foundations Investment Advisors’s RiskOn International, Inc. Common Stock ROI Stock Holding History

Foundations Investment Advisors’s Portfolio ROI Stock Details ROI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-358
Closed -$1.26K – 620
2023
Q1 		$1.26K Hold
358
– – ﹤0.01% 514
2022
Q4 		$2.47K Buy
+358
New +$7.4K ﹤0.01% 443

Other funds holding ROI

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Foundations Investment Advisors's ROI Position: Q2 2023 in Review

Foundations Investment Advisors sold out of RiskOn International, Inc. Common Stock (ROI) in Q2 2023, closing a stake of 358 shares — an estimated $1.26K sold.

Foundations Investment Advisors first reported a position in ROI in Q4 2022 and held it in 2 quarters. The position peaked at $2.47K in Q4 2022. 17 funds tracked by Wall St. Rank hold ROI as of Q2 2023.

  • Foundations Investment Advisors reported no remaining RiskOn International, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 358 RiskOn International, Inc. Common Stock shares in Q2 2023, an estimated $1.26K.
  • Foundations Investment Advisors first reported a position in RiskOn International, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
  • Foundations Investment Advisors's RiskOn International, Inc. Common Stock position peaked at $2.47K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held RiskOn International, Inc. Common Stock as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.