MHWM
ASAP

Montz Harcus Wealth Management’s Waitr Holdings Inc. Common Stock ASAP Stock Holding History

Montz Harcus Wealth Management’s Portfolio ASAP Stock Details ASAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,634
Closed -$5K – 56
2022
Q3 		$5K Buy
+1,634
New +$8.91K 0.01% 50

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
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VF
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Montz Harcus Wealth Management's ASAP Position: Q4 2022 in Review

Montz Harcus Wealth Management sold out of Waitr Holdings Inc. Common Stock (ASAP) in Q4 2022, closing a stake of 1,634 shares — an estimated $5K sold.

Montz Harcus Wealth Management first reported a position in ASAP in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 28 funds tracked by Wall St. Rank hold ASAP as of Q4 2022.

  • Montz Harcus Wealth Management reported no remaining Waitr Holdings Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 1,634 Waitr Holdings Inc. Common Stock shares in Q4 2022, an estimated $5K.
  • Montz Harcus Wealth Management first reported a position in Waitr Holdings Inc. Common Stock in Q3 2022 and held it in 1 quarter.
  • Montz Harcus Wealth Management's Waitr Holdings Inc. Common Stock position peaked at $5K in Q3 2022.
  • 28 funds tracked by Wall St. Rank held Waitr Holdings Inc. Common Stock as of Q4 2022.

Based on Montz Harcus Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.