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Institute for Wealth Management’s Energous WATT Stock Holding History

Institute for 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
2021
Q3 		– Sell
-33
Closed -$57K – 504
2021
Q2 		$57K Hold
33
– – 0.01% 486
2021
Q1 		$81K Buy
+33
New +$76.3K 0.02% 464

Other funds holding WATT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Institute for Wealth Management's WATT Position: Q3 2021 in Review

Institute for Wealth Management sold out of Energous (WATT) in Q3 2021, closing a stake of 33 shares — an estimated $57K sold.

Institute for Wealth Management first reported a position in WATT in Q1 2021 and held it in 2 quarters. The position peaked at $81K in Q1 2021. 60 funds tracked by Wall St. Rank hold WATT as of Q3 2021.

  • Institute for Wealth Management reported no remaining Energous position as of Q3 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 33 Energous shares in Q3 2021, an estimated $57K.
  • Institute for Wealth Management first reported a position in Energous in Q1 2021 and held it in 2 quarters.
  • Institute for Wealth Management's Energous position peaked at $81K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held Energous as of Q3 2021.

Based on Institute for Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.