Lido Advisors’s SCWORX CORP NEW WORX Stock Holding History

Lido Advisors’s Portfolio WORX Stock Details WORX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2	Closed	-$4K	–	454
2018 Q1	$4K	Buy	+2	New	+$6.3K	﹤0.01%	395

Other funds holding WORX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Lido Advisors's WORX Position: Q2 2018 in Review

Lido Advisors sold out of SCWORX CORP NEW (WORX) in Q2 2018, closing a stake of 2 shares — an estimated $4K sold.

Lido Advisors first reported a position in WORX in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 10 funds tracked by Wall St. Rank hold WORX as of Q2 2018.

Lido Advisors reported no remaining SCWORX CORP NEW position as of Q2 2018 after selling out during the quarter.
Lido Advisors sold 2 SCWORX CORP NEW shares in Q2 2018, an estimated $4K.
Lido Advisors first reported a position in SCWORX CORP NEW in Q1 2018 and held it in 1 quarter.
Lido Advisors's SCWORX CORP NEW position peaked at $4K in Q1 2018.
10 funds tracked by Wall St. Rank held SCWORX CORP NEW as of Q2 2018.

Based on Lido Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.