Institute for Wealth Management’s Resonant Inc. RESN Stock Holding History

Institute for Wealth Management’s Portfolio RESN Stock Details RESN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-283,565	Closed	-$485K	–	569
2021 Q4	$485K	Hold	283,565	–	–	0.08%	285
2021 Q3	$686K	Hold	283,565	–	–	0.12%	210
2021 Q2	$910K	Hold	283,565	–	–	0.16%	166
2021 Q1	$1.2M	Sell	283,565 -201,000	-41%	-$1.08M	0.23%	117
2020 Q4	$1.28M	Hold	484,565	–	–	0.26%	101
2020 Q3	$1.15M	Hold	484,565	–	–	0.26%	101
2020 Q2	$1.13M	Hold	484,565	–	–	0.28%	95
2020 Q1	$717K	Hold	484,565	–	–	0.22%	128
2019 Q4	$1.17M	Hold	484,565	–	–	0.26%	102
2019 Q3	$1.44M	Hold	484,565	–	–	0.36%	66
2019 Q2	$1.15M	Hold	484,565	–	–	0.26%	116
2019 Q1	$1.45M	Hold	484,565	–	–	0.32%	74
2018 Q4	$644K	Buy	484,565 +1,330	+0.3%	+$3.25K	0.26%	120
2018 Q3	$1.96M	Sell	483,235 -1,330	-0.3%	-$6.27K	0.66%	42
2018 Q2	$2.73M	Buy	484,565 +17,504	+4%	+$79.7K	0.87%	24
2018 Q1	$2.01M	Sell	467,061 -303,119	-39%	-$1.56M	0.59%	42
2017 Q4	$5.75M	Buy	+770,180	New	+$4.35M	1.33%	5

Other funds holding RESN

VAM

Vazirani Asset Management New York $20.3M AUM 79.33% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

DHGWA

Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Institute for Wealth Management's RESN Position: Q1 2022 in Review

Institute for Wealth Management sold out of Resonant Inc. (RESN) in Q1 2022, closing a stake of 283,565 shares — an estimated $485K sold.

Institute for Wealth Management first reported a position in RESN in Q4 2017 and held it in 17 quarters. The position peaked at $5.75M in Q4 2017. 9 funds tracked by Wall St. Rank hold RESN as of Q1 2022.

Institute for Wealth Management reported no remaining Resonant Inc. position as of Q1 2022 after selling out during the quarter.
Institute for Wealth Management sold 283,565 Resonant Inc. shares in Q1 2022, an estimated $485K.
Institute for Wealth Management first reported a position in Resonant Inc. in Q4 2017 and held it in 17 quarters.
Institute for Wealth Management's Resonant Inc. position peaked at $5.75M in Q4 2017.
9 funds tracked by Wall St. Rank held Resonant Inc. as of Q1 2022.

Based on Institute for Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.