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Ledge Wealth Management’s Aqua Metals AQMS Stock Holding History

Ledge Wealth Management’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-70
Closed -$15.8K – 63
2023
Q3 		$15.8K Hold
70
– – 0.01% 60
2023
Q2 		$16.4K Hold
70
– – 0.01% 62
2023
Q1 		$14K Hold
70
– – 0.01% 67
2022
Q4 		$18K Hold
70
– – 0.01% 73
2022
Q3 		$11K Hold
70
– – 0.01% 65
2022
Q2 		$11K Hold
70
– – 0.01% 69
2022
Q1 		$21K Buy
+70
New +$15.9K 0.01% 72

Other funds holding AQMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Ledge Wealth Management's AQMS Position: Q4 2023 in Review

Ledge Wealth Management sold out of Aqua Metals (AQMS) in Q4 2023, closing a stake of 70 shares — an estimated $15.8K sold.

Ledge Wealth Management first reported a position in AQMS in Q1 2022 and held it in 7 quarters. The position peaked at $21K in Q1 2022. 73 funds tracked by Wall St. Rank hold AQMS as of Q4 2023.

  • Ledge Wealth Management reported no remaining Aqua Metals position as of Q4 2023 after selling out during the quarter.
  • Ledge Wealth Management sold 70 Aqua Metals shares in Q4 2023, an estimated $15.8K.
  • Ledge Wealth Management first reported a position in Aqua Metals in Q1 2022 and held it in 7 quarters.
  • Ledge Wealth Management's Aqua Metals position peaked at $21K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.