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Mission Wealth Management’s Ericsson ERIC Stock Holding History

Mission Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,530
Closed -$61.6K – 557
2023
Q1 		$61.6K Sell
10,530
-9,449
-47% -$53.9K ﹤0.01% 526
2022
Q4 		$117K Sell
19,979
-14,820
-43% -$89.1K 0.01% 506
2022
Q3 		$200K Buy
34,799
+990
+3% +$7.09K 0.01% 468
2022
Q2 		$250K Buy
33,809
+13,109
+63% +$107K 0.01% 432
2022
Q1 		$189K Buy
20,700
+1,554
+8% +$16.2K 0.01% 507
2021
Q4 		$208K Buy
19,146
+3,675
+24% +$40.2K 0.01% 509
2021
Q3 		$173K Buy
15,471
+4,803
+45% +$56.7K 0.01% 495
2021
Q2 		$134K Buy
+10,668
New +$143K 0.01% 477

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Mission Wealth Management's ERIC Position: Q2 2023 in Review

Mission Wealth Management sold out of Ericsson (ERIC) in Q2 2023, closing a stake of 10,530 shares — an estimated $61.6K sold.

Mission Wealth Management first reported a position in ERIC in Q2 2021 and held it in 8 quarters. The position peaked at $250K in Q2 2022. 249 funds tracked by Wall St. Rank hold ERIC as of Q2 2023.

  • Mission Wealth Management reported no remaining Ericsson position as of Q2 2023 after selling out during the quarter.
  • Mission Wealth Management sold 10,530 Ericsson shares in Q2 2023, an estimated $61.6K.
  • Mission Wealth Management first reported a position in Ericsson in Q2 2021 and held it in 8 quarters.
  • Mission Wealth Management's Ericsson position peaked at $250K in Q2 2022.
  • 249 funds tracked by Wall St. Rank held Ericsson as of Q2 2023.

Based on Mission Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.