GAM
BOAT icon

Gemmer Asset Management’s SonicShares Global Shipping ETF BOAT Stock Holding History

Gemmer Asset Management’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-225
Closed -$7K – 236
2022
Q1 		$7K Buy
+225
New +$7.29K ﹤0.01% 820

Other funds holding BOAT

IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Gemmer Asset Management's BOAT Position: Q2 2022 in Review

Gemmer Asset Management sold out of SonicShares Global Shipping ETF (BOAT) in Q2 2022, closing a stake of 225 shares — an estimated $7K sold.

Gemmer Asset Management first reported a position in BOAT in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 18 funds tracked by Wall St. Rank hold BOAT as of Q2 2022.

  • Gemmer Asset Management reported no remaining SonicShares Global Shipping ETF position as of Q2 2022 after selling out during the quarter.
  • Gemmer Asset Management sold 225 SonicShares Global Shipping ETF shares in Q2 2022, an estimated $7K.
  • Gemmer Asset Management first reported a position in SonicShares Global Shipping ETF in Q1 2022 and held it in 1 quarter.
  • Gemmer Asset Management's SonicShares Global Shipping ETF position peaked at $7K in Q1 2022.
  • 18 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.