Ground Swell Capital’s SRX Global SRXH Stock Holding History

Ground Swell Capital’s Portfolio SRXH Stock Details SRXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9	Closed	-$4.81K	–	76
2023 Q4	$4.81K	Buy	+9	New	+$4.39K	0.02%	63

Other funds holding SRXH

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Ground Swell Capital's SRXH Position: Q1 2024 in Review

Ground Swell Capital sold out of SRX Global (SRXH) in Q1 2024, closing a stake of 9 shares — an estimated $4.81K sold.

Ground Swell Capital first reported a position in SRXH in Q4 2023 and held it in 1 quarter. The position peaked at $4.81K in Q4 2023. 7 funds tracked by Wall St. Rank hold SRXH as of Q1 2024.

Ground Swell Capital reported no remaining SRX Global position as of Q1 2024 after selling out during the quarter.
Ground Swell Capital sold 9 SRX Global shares in Q1 2024, an estimated $4.81K.
Ground Swell Capital first reported a position in SRX Global in Q4 2023 and held it in 1 quarter.
Ground Swell Capital's SRX Global position peaked at $4.81K in Q4 2023.
7 funds tracked by Wall St. Rank held SRX Global as of Q1 2024.

Based on Ground Swell Capital's 13F filing for Q1 2024, filed 14 May 2024.