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 $278M AUM 50.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
MHC
Meyer Handelman Company Rye Brook, New York $3.53B AUM 30.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Legacy Advisors's REED Position: Q4 2022 in Review

Legacy Advisors sold out of Reeds, Inc. Common Stock (REED) in Q4 2022, closing a stake of 6,000 shares — an estimated $36K sold.

Legacy Advisors first reported a position in REED in Q2 2020 and held it in 10 quarters. The position peaked at $351K in Q1 2021. 37 funds tracked by Wall St. Rank hold REED as of Q4 2022.

  • Legacy Advisors reported no remaining Reeds, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Legacy Advisors sold 6,000 Reeds, Inc. Common Stock shares in Q4 2022, an estimated $36K.
  • Legacy Advisors first reported a position in Reeds, Inc. Common Stock in Q2 2020 and held it in 10 quarters.
  • Legacy Advisors's Reeds, Inc. Common Stock position peaked at $351K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Reeds, Inc. Common Stock as of Q4 2022.

Based on Legacy Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.