LWA
TURN

Lowe Wealth Advisors’s 180 Degree Capital TURN Stock Holding History

Lowe Wealth Advisors’s Portfolio TURN Stock Details TURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-683
Closed -$2.8K – 319
2023
Q4 		$2.8K Buy
+683
New +$2.68K ﹤0.01% 269

Other funds holding TURN

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lowe Wealth Advisors's TURN Position: Q1 2024 in Review

Lowe Wealth Advisors sold out of 180 Degree Capital (TURN) in Q1 2024, closing a stake of 683 shares — an estimated $2.8K sold.

Lowe Wealth Advisors first reported a position in TURN in Q4 2023 and held it in 1 quarter. The position peaked at $2.8K in Q4 2023. 15 funds tracked by Wall St. Rank hold TURN as of Q1 2024.

  • Lowe Wealth Advisors reported no remaining 180 Degree Capital position as of Q1 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 683 180 Degree Capital shares in Q1 2024, an estimated $2.8K.
  • Lowe Wealth Advisors first reported a position in 180 Degree Capital in Q4 2023 and held it in 1 quarter.
  • Lowe Wealth Advisors's 180 Degree Capital position peaked at $2.8K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held 180 Degree Capital as of Q1 2024.

Based on Lowe Wealth Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.