LA
REED

Legacy Advisors’s Reeds, Inc. Common Stock REED Stock Holding History

Legacy Advisors’s Portfolio REED Stock Details REED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,000
Closed -$36K – 252
2022
Q3 		$36K Hold
6,000
– – 0.01% 224
2022
Q2 		$47K Hold
6,000
– – 0.01% 216
2022
Q1 		$90K Hold
6,000
– – 0.02% 211
2021
Q4 		$108K Hold
6,000
– – 0.04% 130
2021
Q3 		$180K Hold
6,000
– – 0.07% 124
2021
Q2 		$306K Hold
6,000
– – 0.12% 89
2021
Q1 		$351K Hold
6,000
– – 0.16% 82
2020
Q4 		$177K Buy
6,000
+2,000
+50% +$78.2K 0.1% 110
2020
Q3 		$186K Hold
4,000
– – 0.12% 105
2020
Q2 		$192K Buy
+4,000
New +$142K 0.15% 99

Other funds holding REED

USPCM
Union Square Park Capital Management New York $114M AUM 51.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $6.95B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
MHC
Meyer Handelman Company Rye Brook, New York $3.22B AUM 24.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return