IAG Wealth Partners’s Energous WATT Stock Holding History

IAG Wealth Partners’s Portfolio WATT Stock Details WATT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2	Closed	-$1K	–	470
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	392
2021 Q3	$3K	Hold	2	–	–	﹤0.01%	352
2021 Q2	$3K	Buy	+2	New	+$3.63K	﹤0.01%	339

Other funds holding WATT

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

IAG Wealth Partners's WATT Position: Q1 2022 in Review

IAG Wealth Partners sold out of Energous (WATT) in Q1 2022, closing a stake of 2 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in WATT in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 61 funds tracked by Wall St. Rank hold WATT as of Q1 2022.

IAG Wealth Partners reported no remaining Energous position as of Q1 2022 after selling out during the quarter.
IAG Wealth Partners sold 2 Energous shares in Q1 2022, an estimated $1K.
IAG Wealth Partners first reported a position in Energous in Q2 2021 and held it in 3 quarters.
IAG Wealth Partners's Energous position peaked at $3K in Q3 2021.
61 funds tracked by Wall St. Rank held Energous as of Q1 2022.

Based on IAG Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.