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IHT Wealth Management’s Stoneridge SRI Stock Holding History

IHT Wealth Management’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,300
Closed -$92K – 1226
2018
Q1 		$92K Buy
3,300
+1,920
+139% +$46.9K 0.02% 505
2017
Q4 		$33K Buy
+1,380
New +$30.8K 0.01% 833

Other funds holding SRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IHT Wealth Management's SRI Position: Q2 2018 in Review

IHT Wealth Management sold out of Stoneridge (SRI) in Q2 2018, closing a stake of 3,300 shares — an estimated $92K sold.

IHT Wealth Management first reported a position in SRI in Q4 2017 and held it in 2 quarters. The position peaked at $92K in Q1 2018. 191 funds tracked by Wall St. Rank hold SRI as of Q2 2018.

  • IHT Wealth Management reported no remaining Stoneridge position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 3,300 Stoneridge shares in Q2 2018, an estimated $92K.
  • IHT Wealth Management first reported a position in Stoneridge in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Stoneridge position peaked at $92K in Q1 2018.
  • 191 funds tracked by Wall St. Rank held Stoneridge as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.