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Kestra Advisory Services’s Aqua Metals AQMS Stock Holding History

Kestra Advisory Services’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-93
Closed -$5.93K – 2562
2024
Q2 		$5.93K Sell
93
-338
-78% -$30.9K ﹤0.01% 2608
2024
Q1 		$46.4K Sell
431
-1,392
-76% -$156K ﹤0.01% 2403
2023
Q4 		$277K Sell
1,823
-983
-35% -$175K ﹤0.01% 1898
2023
Q3 		$634K Buy
2,806
+2,638
+1,570% +$632K 0.01% 1237
2023
Q2 		$39.2K Buy
+168
New +$36.6K ﹤0.01% 2057

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Advisory Services's AQMS Position: Q3 2024 in Review

Kestra Advisory Services sold out of Aqua Metals (AQMS) in Q3 2024, closing a stake of 93 shares — an estimated $5.93K sold.

Kestra Advisory Services first reported a position in AQMS in Q2 2023 and held it in 5 quarters. The position peaked at $634K in Q3 2023. 54 funds tracked by Wall St. Rank hold AQMS as of Q3 2024.

  • Kestra Advisory Services reported no remaining Aqua Metals position as of Q3 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 93 Aqua Metals shares in Q3 2024, an estimated $5.93K.
  • Kestra Advisory Services first reported a position in Aqua Metals in Q2 2023 and held it in 5 quarters.
  • Kestra Advisory Services's Aqua Metals position peaked at $634K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held Aqua Metals as of Q3 2024.

Based on Kestra Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.