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Golden State Wealth Management’s Ericsson ERIC Stock Holding History

Golden State Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-500
Closed -$4K – 393
2020
Q1 		$4K Buy
+500
New +$4.09K ﹤0.01% 772
2019
Q4 		– Sell
-450
Closed -$4K – 306
2019
Q3 		$4K Hold
450
– – ﹤0.01% 883
2019
Q2 		$4K Hold
450
– – ﹤0.01% 897
2019
Q1 		$4K Buy
+450
New +$4.07K ﹤0.01% 932

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Wealth Management's ERIC Position: Q2 2020 in Review

Golden State Wealth Management sold out of Ericsson (ERIC) in Q2 2020, closing a stake of 500 shares — an estimated $4K sold.

Golden State Wealth Management first reported a position in ERIC in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2020. 282 funds tracked by Wall St. Rank hold ERIC as of Q2 2020.

  • Golden State Wealth Management reported no remaining Ericsson position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 500 Ericsson shares in Q2 2020, an estimated $4K.
  • Golden State Wealth Management first reported a position in Ericsson in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Ericsson position peaked at $4K in Q1 2020.
  • 282 funds tracked by Wall St. Rank held Ericsson as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.