KAS
SOS

Kestra Advisory Services’s SOS Limited SOS Stock Holding History

Kestra Advisory Services’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-38
Closed -$94K – 2171
2021
Q2 		$94K Sell
38
-20
-34% -$58.6K ﹤0.01% 1957
2021
Q1 		$218K Buy
+58
New +$228K ﹤0.01% 1679

Other funds holding SOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Kestra Advisory Services's SOS Position: Q3 2021 in Review

Kestra Advisory Services sold out of SOS Limited (SOS) in Q3 2021, closing a stake of 38 shares — an estimated $94K sold.

Kestra Advisory Services first reported a position in SOS in Q1 2021 and held it in 2 quarters. The position peaked at $218K in Q1 2021. 60 funds tracked by Wall St. Rank hold SOS as of Q3 2021.

  • Kestra Advisory Services reported no remaining SOS Limited position as of Q3 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 38 SOS Limited shares in Q3 2021, an estimated $94K.
  • Kestra Advisory Services first reported a position in SOS Limited in Q1 2021 and held it in 2 quarters.
  • Kestra Advisory Services's SOS Limited position peaked at $218K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held SOS Limited as of Q3 2021.

Based on Kestra Advisory Services's 13F filing for Q3 2021, filed 19 Oct 2021.