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Legacy Financial Advisors’s Ericsson ERIC Stock Holding History

Legacy Financial Advisors’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
2022
Q2 		– Sell
-10,633
Closed -$97K – 234
2022
Q1 		$97K Buy
+10,633
New +$111K 0.02% 237
2019
Q2 		– Sell
-3,675
Closed -$34K – 357
2019
Q1 		$34K Buy
3,675
+125
+4% +$1.13K 0.01% 345
2018
Q4 		$31K Buy
3,550
+2,225
+168% +$19.3K 0.01% 326
2018
Q3 		$11K Buy
1,325
+134
+11% +$1.1K ﹤0.01% 493
2018
Q2 		$9K Buy
1,191
+253
+27% +$1.85K ﹤0.01% 543
2018
Q1 		$5K Buy
+938
New +$6.31K ﹤0.01% 628

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Legacy Financial Advisors's ERIC Position: Q2 2022 in Review

Legacy Financial Advisors sold out of Ericsson (ERIC) in Q2 2022, closing a stake of 10,633 shares — an estimated $97K sold.

Legacy Financial Advisors first reported a position in ERIC in Q1 2018 and held it in 6 quarters. The position peaked at $97K in Q1 2022. 316 funds tracked by Wall St. Rank hold ERIC as of Q2 2022.

  • Legacy Financial Advisors reported no remaining Ericsson position as of Q2 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 10,633 Ericsson shares in Q2 2022, an estimated $97K.
  • Legacy Financial Advisors first reported a position in Ericsson in Q1 2018 and held it in 6 quarters.
  • Legacy Financial Advisors's Ericsson position peaked at $97K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Ericsson as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.