HWM
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HighMark Wealth Management’s Better Online Solutions BOSC Stock Holding History

HighMark Wealth Management’s Portfolio BOSC Stock Details BOSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,325
Closed -$3K – 451
2020
Q3 		$3K Sell
1,325
-1,000
-43% -$2.71K ﹤0.01% 359
2020
Q2 		$7K Hold
2,325
– – 0.01% 257
2020
Q1 		$4K Buy
+2,325
New +$4.55K ﹤0.01% 242

Other funds holding BOSC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighMark Wealth Management's BOSC Position: Q4 2020 in Review

HighMark Wealth Management sold out of Better Online Solutions (BOSC) in Q4 2020, closing a stake of 1,325 shares — an estimated $3K sold.

HighMark Wealth Management first reported a position in BOSC in Q1 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2020. 6 funds tracked by Wall St. Rank hold BOSC as of Q4 2020.

  • HighMark Wealth Management reported no remaining Better Online Solutions position as of Q4 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 1,325 Better Online Solutions shares in Q4 2020, an estimated $3K.
  • HighMark Wealth Management first reported a position in Better Online Solutions in Q1 2020 and held it in 3 quarters.
  • HighMark Wealth Management's Better Online Solutions position peaked at $7K in Q2 2020.
  • 6 funds tracked by Wall St. Rank held Better Online Solutions as of Q4 2020.

Based on HighMark Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.