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Kingswood Wealth Advisors’s POET Technologies POET Stock Holding History

Kingswood Wealth Advisors’s Portfolio POET Stock Details POET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,000
Closed -$119K – 804
2024
Q4 		$119K Buy
+20,000
New +$88.7K 0.01% 754

Other funds holding POET

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Susquehanna International Group
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TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kingswood Wealth Advisors's POET Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of POET Technologies (POET) in Q1 2025, closing a stake of 20,000 shares — an estimated $119K sold.

Kingswood Wealth Advisors first reported a position in POET in Q4 2024 and held it in 1 quarter. The position peaked at $119K in Q4 2024. 48 funds tracked by Wall St. Rank hold POET as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining POET Technologies position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 20,000 POET Technologies shares in Q1 2025, an estimated $119K.
  • Kingswood Wealth Advisors first reported a position in POET Technologies in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's POET Technologies position peaked at $119K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held POET Technologies as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.