IWM
WATT icon

IHT Wealth Management’s Energous WATT Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-4
Closed -$42K – 1367
2018
Q1 		$42K Hold
4
– – 0.01% 735
2017
Q4 		$58K Buy
4
+1
+33% +$6.29K 0.02% 656
2017
Q3 		$26K Hold
3
– – 0.01% 701
2017
Q2 		$3 Buy
+3
New +$26.7K ﹤0.01% 1185

Other funds holding WATT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IHT Wealth Management sold out of Energous (WATT) in Q2 2018, closing a stake of 4 shares — an estimated $42K sold.

IHT Wealth Management first reported a position in WATT in Q2 2017 and held it in 4 quarters. The position peaked at $58K in Q4 2017. 93 funds tracked by Wall St. Rank hold WATT as of Q2 2018.

  • IHT Wealth Management reported no remaining Energous position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 4 Energous shares in Q2 2018, an estimated $42K.
  • IHT Wealth Management first reported a position in Energous in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's Energous position peaked at $58K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held Energous as of Q2 2018.

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