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Kore Private Wealth’s Eos Energy Enterprises EOSE Stock Holding History

Kore Private Wealth’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,000
Closed -$208K – 379
2020
Q4 		$208K Buy
+10,000
New +$129K 0.03% 307

Other funds holding EOSE

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Kore Private Wealth's EOSE Position: Q1 2021 in Review

Kore Private Wealth sold out of Eos Energy Enterprises (EOSE) in Q1 2021, closing a stake of 10,000 shares — an estimated $208K sold.

Kore Private Wealth first reported a position in EOSE in Q4 2020 and held it in 1 quarter. The position peaked at $208K in Q4 2020. 77 funds tracked by Wall St. Rank hold EOSE as of Q1 2021.

  • Kore Private Wealth reported no remaining Eos Energy Enterprises position as of Q1 2021 after selling out during the quarter.
  • Kore Private Wealth sold 10,000 Eos Energy Enterprises shares in Q1 2021, an estimated $208K.
  • Kore Private Wealth first reported a position in Eos Energy Enterprises in Q4 2020 and held it in 1 quarter.
  • Kore Private Wealth's Eos Energy Enterprises position peaked at $208K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2021.

Based on Kore Private Wealth's 13F filing for Q1 2021, filed 18 May 2021.