KPW
SOS

Kore Private Wealth’s SOS Limited SOS Stock Holding History

Kore Private Wealth’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
2020
Q4 		– Sell
-43
Closed -$60K – 349
2020
Q3 		$60K Hold
43
– – 0.01% 265
2020
Q2 		$89K Hold
43
– – 0.02% 354
2020
Q1 		$48K Hold
43
– – 0.01% 424
2019
Q4 		$119K Hold
43
– – 0.02% 333
2019
Q3 		$161K Hold
43
– – 0.04% 219
2019
Q2 		$162K Hold
43
– – 0.04% 220
2019
Q1 		$358K Hold
43
– – 0.08% 146
2018
Q4 		$329K Buy
+43
New +$671K 0.09% 152

Other funds holding SOS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Kore Private Wealth's SOS Position: Q4 2020 in Review

Kore Private Wealth sold out of SOS Limited (SOS) in Q4 2020, closing a stake of 43 shares — an estimated $60K sold.

Kore Private Wealth first reported a position in SOS in Q4 2018 and held it in 8 quarters. The position peaked at $358K in Q1 2019. 8 funds tracked by Wall St. Rank hold SOS as of Q4 2020.

  • Kore Private Wealth reported no remaining SOS Limited position as of Q4 2020 after selling out during the quarter.
  • Kore Private Wealth sold 43 SOS Limited shares in Q4 2020, an estimated $60K.
  • Kore Private Wealth first reported a position in SOS Limited in Q4 2018 and held it in 8 quarters.
  • Kore Private Wealth's SOS Limited position peaked at $358K in Q1 2019.
  • 8 funds tracked by Wall St. Rank held SOS Limited as of Q4 2020.

Based on Kore Private Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.