IFP Advisors’s Energous WATT Stock Holding History

IFP Advisors’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
2023 Q1	–	Hold	0	–	-$4K	–	4436
2022 Q4	–	Hold	0	–	–	–	3945
2022 Q3	–	Hold	0	–	–	–	4160
2022 Q2	–	Hold	0	–	–	–	3923
2022 Q1	–	Hold	0	–	–	–	3922
2021 Q4	–	Hold	0	–	–	–	3142
2021 Q3	–	Hold	0	–	–	–	3156
2021 Q2	–	Hold	0	–	–	–	2964
2021 Q1	–	Hold	0	–	–	–	2896
2020 Q4	–	Hold	0	–	–	–	3112
2020 Q3	–	Hold	0	–	–	–	2732
2020 Q2	–	Hold	0	–	–	–	2633
2020 Q1	–	Hold	0	–	–	–	3020
2019 Q4	–	Hold	0	–	–	–	3143
2019 Q3	–	Hold	0	–	–	–	2952
2019 Q1	–	Sell	-1	Closed	-$2K	–	3453
2018 Q4	$2K	Buy	+1	New	+$4.88K	﹤0.01%	3203
2018 Q3	–	Sell	-1	Closed	-$7.76K	–	3590
2018 Q2	$12K	Buy	+1	New	+$10.5K	﹤0.01%	2798
2017 Q4	–	Sell	-1	Closed	-$6.29K	–	4116
2017 Q3	$9K	Sell	1 -4	-80%	-$31.3K	﹤0.01%	3097
2017 Q2	$50K	Buy	5 +2	+67%	+$17.8K	﹤0.01%	1979
2017 Q1	$26K	Buy	+3	New	+$28.8K	﹤0.01%	2337

Other funds holding WATT

Armistice Capital New York $5.62B AUM 36.06% 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

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

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFP Advisors's WATT Position: Q1 2023 in Review

IFP Advisors held its Energous (WATT) position steady in Q1 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4436.

IFP Advisors first reported a position in WATT in Q1 2017 and has held it in 5 quarters since. The position peaked at $50K in Q2 2017. 59 funds tracked by Wall St. Rank hold WATT as of Q1 2023.

IFP Advisors held 0 shares of Energous worth $0 as of Q1 2023.
IFP Advisors left its Energous share count unchanged in Q1 2023.
Energous made up ﹤0.01% of IFP Advisors's portfolio in Q1 2023, its #4436 holding.
IFP Advisors first reported a position in Energous in Q1 2017 and has held it in 5 quarters since.
IFP Advisors's Energous position peaked at $50K in Q2 2017.
59 funds tracked by Wall St. Rank held Energous as of Q1 2023.

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