Koshinski Asset Management
STEW

Koshinski Asset Management’s SRH Total Return Fund STEW Stock Holding History

Koshinski Asset Management’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,051
Closed -$89.7K – 1800
2022
Q1 		$89.7K Buy
+6,051
New +$86.3K 0.01% 871

Other funds holding STEW

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BI
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CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Koshinski Asset Management's STEW Position: Q2 2022 in Review

Koshinski Asset Management sold out of SRH Total Return Fund (STEW) in Q2 2022, closing a stake of 6,051 shares — an estimated $89.7K sold.

Koshinski Asset Management first reported a position in STEW in Q1 2022 and held it in 1 quarter. The position peaked at $89.7K in Q1 2022. 89 funds tracked by Wall St. Rank hold STEW as of Q2 2022.

  • Koshinski Asset Management reported no remaining SRH Total Return Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 6,051 SRH Total Return Fund shares in Q2 2022, an estimated $89.7K.
  • Koshinski Asset Management first reported a position in SRH Total Return Fund in Q1 2022 and held it in 1 quarter.
  • Koshinski Asset Management's SRH Total Return Fund position peaked at $89.7K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.