J.W. Cole Advisors’s Sidus Space SIDU Stock Holding History

J.W. Cole Advisors’s Portfolio SIDU Stock Details SIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-270	Closed	-$3.86K	–	850
2023 Q3	$3.86K	Hold	270	–	–	﹤0.01%	733
2023 Q2	$4.89K	Buy	+270	New	+$7.38K	﹤0.01%	755

Other funds holding SIDU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

J.W. Cole Advisors's SIDU Position: Q4 2023 in Review

J.W. Cole Advisors sold out of Sidus Space (SIDU) in Q4 2023, closing a stake of 270 shares — an estimated $3.86K sold.

J.W. Cole Advisors first reported a position in SIDU in Q2 2023 and held it in 2 quarters. The position peaked at $4.89K in Q2 2023. 15 funds tracked by Wall St. Rank hold SIDU as of Q4 2023.

J.W. Cole Advisors reported no remaining Sidus Space position as of Q4 2023 after selling out during the quarter.
J.W. Cole Advisors sold 270 Sidus Space shares in Q4 2023, an estimated $3.86K.
J.W. Cole Advisors first reported a position in Sidus Space in Q2 2023 and held it in 2 quarters.
J.W. Cole Advisors's Sidus Space position peaked at $4.89K in Q2 2023.
15 funds tracked by Wall St. Rank held Sidus Space as of Q4 2023.

Based on J.W. Cole Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.