GWMIA
SOLY

Global Wealth Management Investment Advisory’s Soliton, Inc. SOLY Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio SOLY Stock Details SOLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$3K – 754
2019
Q2 		$3K Buy
+200
New +$2.58K ﹤0.01% 533

Other funds holding SOLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Global Wealth Management Investment Advisory's SOLY Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of Soliton, Inc. (SOLY) in Q3 2019, closing a stake of 200 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in SOLY in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 39 funds tracked by Wall St. Rank hold SOLY as of Q3 2019.

  • Global Wealth Management Investment Advisory reported no remaining Soliton, Inc. position as of Q3 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 200 Soliton, Inc. shares in Q3 2019, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Soliton, Inc. in Q2 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Soliton, Inc. position peaked at $3K in Q2 2019.
  • 39 funds tracked by Wall St. Rank held Soliton, Inc. as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.