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IFP Advisors’s TOP Ships TOPS Stock Holding History

IFP Advisors’s Portfolio TOPS Stock Details TOPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$1K – 4353
2022
Q4 		$1K Sell
10
-198
-95% -$8.13K ﹤0.01% 4489
2022
Q3 		$4K Buy
208
+198
+1,980% +$14.6K ﹤0.01% 4156
2022
Q2 		$4K Hold
10
– – ﹤0.01% 3920
2022
Q1 		$4K Hold
10
– – ﹤0.01% 3919
2021
Q4 		$2K Hold
10
– – ﹤0.01% 2849
2021
Q3 		$4K Hold
10
– – ﹤0.01% 2663
2021
Q2 		$4K Buy
+10
New +$3.96K ﹤0.01% 2572
2019
Q4 		– Hold
0
– – – 3115
2019
Q3 		– Hold
0
– – – 3146
2018
Q3 		– Hold
0
– – – 4023
2018
Q2 		– Hold
0
– – – 4054
2018
Q1 		– Hold
0
– – – 3670
2017
Q4 		– Hold
0
– – – 3721
2017
Q3 		– Hold
0
– – – 4204
2017
Q2 		– Hold
0
– – – 4213

Other funds holding TOPS

TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

IFP Advisors's TOPS Position: Q1 2023 in Review

IFP Advisors sold out of TOP Ships (TOPS) in Q1 2023, closing a stake of 10 shares — an estimated $1K sold.

IFP Advisors first reported a position in TOPS in Q2 2021 and held it in 7 quarters. The position peaked at $4K in Q3 2022. 10 funds tracked by Wall St. Rank hold TOPS as of Q1 2023.

  • IFP Advisors reported no remaining TOP Ships position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 10 TOP Ships shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in TOP Ships in Q2 2021 and held it in 7 quarters.
  • IFP Advisors's TOP Ships position peaked at $4K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held TOP Ships as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.