Lido Advisors’s Kelso Technologies Inc. KIQ Stock Holding History

Lido Advisors’s Portfolio KIQ Stock Details KIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,092	Closed	-$5K	–	919
2020 Q4	$5K	Hold	10,092	–	–	﹤0.01%	805
2020 Q3	$6K	Hold	10,092	–	–	﹤0.01%	633
2020 Q2	$7K	Hold	10,092	–	–	﹤0.01%	598
2020 Q1	$6K	Hold	10,092	–	–	﹤0.01%	583
2019 Q4	$7K	Hold	10,092	–	–	﹤0.01%	653
2019 Q3	$7K	Hold	10,092	–	–	﹤0.01%	573
2019 Q2	$15K	Buy	+10,092	New	+$12.5K	﹤0.01%	533

Other funds holding KIQ

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Lido Advisors's KIQ Position: Q1 2021 in Review

Lido Advisors sold out of Kelso Technologies Inc. (KIQ) in Q1 2021, closing a stake of 10,092 shares — an estimated $5K sold.

Lido Advisors first reported a position in KIQ in Q2 2019 and held it in 7 quarters. The position peaked at $15K in Q2 2019. 11 funds tracked by Wall St. Rank hold KIQ as of Q1 2021.

Lido Advisors reported no remaining Kelso Technologies Inc. position as of Q1 2021 after selling out during the quarter.
Lido Advisors sold 10,092 Kelso Technologies Inc. shares in Q1 2021, an estimated $5K.
Lido Advisors first reported a position in Kelso Technologies Inc. in Q2 2019 and held it in 7 quarters.
Lido Advisors's Kelso Technologies Inc. position peaked at $15K in Q2 2019.
11 funds tracked by Wall St. Rank held Kelso Technologies Inc. as of Q1 2021.

Based on Lido Advisors's 13F filing for Q1 2021, filed 13 May 2021.