JIR
SEO

James Investment Research’s STORA ENSO OYJ, ADS(RP 1 SR R) SEO Stock Holding History

James Investment Research’s Portfolio SEO Stock Details SEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,819
Closed -$34K – 528
2021
Q1 		$34K Buy
1,819
+272
+18% +$5.08K ﹤0.01% 405
2020
Q4 		$29K Sell
1,547
-998
-39% -$18.7K ﹤0.01% 423
2020
Q3 		$40K Buy
2,545
+1,545
+155% +$24.3K ﹤0.01% 361
2020
Q2 		$12K Hold
1,000
– – ﹤0.01% 396
2020
Q1 		$10K Hold
1,000
– – ﹤0.01% 384
2019
Q4 		$15K Hold
1,000
– – ﹤0.01% 436
2019
Q3 		$12K Hold
1,000
– – ﹤0.01% 488
2019
Q2 		$12K Hold
1,000
– – ﹤0.01% 579
2019
Q1 		$12K Hold
1,000
– – ﹤0.01% 723
2018
Q4 		$12K Hold
1,000
– – ﹤0.01% 723
2018
Q3 		$19K Hold
1,000
– – ﹤0.01% 739
2018
Q2 		$20K Hold
1,000
– – ﹤0.01% 735
2018
Q1 		$18K Buy
1,000
+500
+100% +$9K ﹤0.01% 735
2017
Q4 		$8K Hold
500
– – ﹤0.01% 743
2017
Q3 		$7K Buy
+500
New +$7K ﹤0.01% 731

Other funds holding SEO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
DAC
Dividend Assets Capital Ridgeland, South Carolina $501M AUM 13.71% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return