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Horan Securities’s Sphere 3D ANY Stock Holding History

Horan Securities’s Portfolio ANY Stock Details ANY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-441
Closed -$8.56K – 128
2023
Q2 		$8.56K Buy
441
+28
+7% +$700 ﹤0.01% 418
2023
Q1 		$10.2K Buy
413
+8
+2% +$210 0.01% 376
2022
Q4 		$7.82K Buy
405
+21
+5% +$548 ﹤0.01% 402
2022
Q3 		$12K Buy
384
+50
+15% +$2.27K 0.01% 328
2022
Q2 		$16K Buy
334
+17
+5% +$1.47K 0.01% 271
2022
Q1 		$47K Buy
+317
New +$51.6K 0.03% 177

Other funds holding ANY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Horan Securities's ANY Position: Q3 2023 in Review

Horan Securities sold out of Sphere 3D (ANY) in Q3 2023, closing a stake of 441 shares — an estimated $8.56K sold.

Horan Securities first reported a position in ANY in Q1 2022 and held it in 6 quarters. The position peaked at $47K in Q1 2022. 15 funds tracked by Wall St. Rank hold ANY as of Q3 2023.

  • Horan Securities reported no remaining Sphere 3D position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 441 Sphere 3D shares in Q3 2023, an estimated $8.56K.
  • Horan Securities first reported a position in Sphere 3D in Q1 2022 and held it in 6 quarters.
  • Horan Securities's Sphere 3D position peaked at $47K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Sphere 3D as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.