Level Four Advisory Services’s Ridgetech Inc RDGT Stock Holding History

Level Four Advisory Services’s Portfolio RDGT Stock Details RDGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5	Closed	-$3.63K	–	778
2023 Q4	$3.63K	Hold	5	–	–	﹤0.01%	770
2023 Q3	$3.81K	Buy	+5	New	+$4.97K	﹤0.01%	751

Other funds holding RDGT

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Level Four Advisory Services's RDGT Position: Q1 2024 in Review

Level Four Advisory Services sold out of Ridgetech Inc (RDGT) in Q1 2024, closing a stake of 5 shares — an estimated $3.63K sold.

Level Four Advisory Services first reported a position in RDGT in Q3 2023 and held it in 2 quarters. The position peaked at $3.81K in Q3 2023. 2 funds tracked by Wall St. Rank hold RDGT as of Q1 2024.

Level Four Advisory Services reported no remaining Ridgetech Inc position as of Q1 2024 after selling out during the quarter.
Level Four Advisory Services sold 5 Ridgetech Inc shares in Q1 2024, an estimated $3.63K.
Level Four Advisory Services first reported a position in Ridgetech Inc in Q3 2023 and held it in 2 quarters.
Level Four Advisory Services's Ridgetech Inc position peaked at $3.81K in Q3 2023.
2 funds tracked by Wall St. Rank held Ridgetech Inc as of Q1 2024.

Based on Level Four Advisory Services's 13F filing for Q1 2024, filed 13 May 2024.