KAS
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Kestra Advisory Services’s Sphere 3D ANY Stock Holding History

Kestra Advisory Services’s Portfolio ANY Stock Details ANY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-288
Closed -$11K – 2104
2022
Q2 		$11K Buy
288
+15
+5% +$1.3K ﹤0.01% 2105
2022
Q1 		$40K Buy
+273
New +$44.4K ﹤0.01% 1967

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VF
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Renaissance Technologies
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HS
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Two Sigma Investments
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SFI
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Advisory Services's ANY Position: Q3 2022 in Review

Kestra Advisory Services sold out of Sphere 3D (ANY) in Q3 2022, closing a stake of 288 shares — an estimated $11K sold.

Kestra Advisory Services first reported a position in ANY in Q1 2022 and held it in 2 quarters. The position peaked at $40K in Q1 2022. 25 funds tracked by Wall St. Rank hold ANY as of Q3 2022.

  • Kestra Advisory Services reported no remaining Sphere 3D position as of Q3 2022 after selling out during the quarter.
  • Kestra Advisory Services sold 288 Sphere 3D shares in Q3 2022, an estimated $11K.
  • Kestra Advisory Services first reported a position in Sphere 3D in Q1 2022 and held it in 2 quarters.
  • Kestra Advisory Services's Sphere 3D position peaked at $40K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Sphere 3D as of Q3 2022.

Based on Kestra Advisory Services's 13F filing for Q3 2022, filed 1 Nov 2022.