LM Advisors’s Eightco Holdings ORBS Stock Holding History

LM Advisors’s Portfolio ORBS Stock Details ORBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-93	Closed	-$240	–	561
2023 Q4	$240	Buy	+93	New	+$255	﹤0.01%	718

Other funds holding ORBS

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

SPIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LM Advisors's ORBS Position: Q1 2024 in Review

LM Advisors sold out of Eightco Holdings (ORBS) in Q1 2024, closing a stake of 93 shares — an estimated $240 sold.

LM Advisors first reported a position in ORBS in Q4 2023 and held it in 1 quarter. The position peaked at $240 in Q4 2023. 14 funds tracked by Wall St. Rank hold ORBS as of Q1 2024.

LM Advisors reported no remaining Eightco Holdings position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 93 Eightco Holdings shares in Q1 2024, an estimated $240.
LM Advisors first reported a position in Eightco Holdings in Q4 2023 and held it in 1 quarter.
LM Advisors's Eightco Holdings position peaked at $240 in Q4 2023.
14 funds tracked by Wall St. Rank held Eightco Holdings as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.