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Laurel Wealth Advisors (North Carolina)’s Ericsson ERIC Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-252
Closed -$3K – 686
2021
Q2 		$3K Buy
252
+2
+0.8% +$27 ﹤0.01% 607
2021
Q1 		$3K Hold
250
– – ﹤0.01% 559
2020
Q4 		$3K Buy
+250
New +$2.93K ﹤0.01% 514

Other funds holding ERIC

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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ERIC Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Ericsson (ERIC) in Q3 2021, closing a stake of 252 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ERIC in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Ericsson position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 252 Ericsson shares in Q3 2021, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Ericsson in Q4 2020 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Ericsson position peaked at $3K in Q2 2021.
  • 361 funds tracked by Wall St. Rank held Ericsson as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.