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Kestra Private Wealth Services’s Aqua Metals AQMS Stock Holding History

Kestra Private Wealth 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
Q4 		– Sell
-53
Closed -$1.96K – 1420
2024
Q3 		$1.96K Hold
53
– – ﹤0.01% 1367
2024
Q2 		$3.36K Hold
53
– – ﹤0.01% 1350
2024
Q1 		$5.65K Hold
53
– – ﹤0.01% 1305
2023
Q4 		$7.98K Hold
53
– – ﹤0.01% 1211
2023
Q3 		$11.9K Buy
+53
New +$12.7K ﹤0.01% 1154

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Private Wealth Services's AQMS Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Aqua Metals (AQMS) in Q4 2024, closing a stake of 53 shares — an estimated $1.96K sold.

Kestra Private Wealth Services first reported a position in AQMS in Q3 2023 and held it in 5 quarters. The position peaked at $11.9K in Q3 2023. 30 funds tracked by Wall St. Rank hold AQMS as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining Aqua Metals position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 53 Aqua Metals shares in Q4 2024, an estimated $1.96K.
  • Kestra Private Wealth Services first reported a position in Aqua Metals in Q3 2023 and held it in 5 quarters.
  • Kestra Private Wealth Services's Aqua Metals position peaked at $11.9K in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.