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Newbridge Financial Services Group’s SOBR Safe SOBR Stock Holding History

Newbridge Financial Services Group’s Portfolio SOBR Stock Details SOBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2
Closed -$294 – 1043
2024
Q2 		$294 Hold
2
– – ﹤0.01% 1035
2024
Q1 		$820 Hold
2
– – ﹤0.01% 1057
2023
Q4 		$902 Hold
2
– – ﹤0.01% 1027
2023
Q3 		$2.2K Hold
2
– – ﹤0.01% 1062
2023
Q2 		$3.4K Hold
2
– – ﹤0.01% 1069
2023
Q1 		$4.44K Sell
2
-2
-50% -$3.95K ﹤0.01% 1091
2022
Q4 		$3.8K Buy
+4
New +$8.43K ﹤0.01% 1111

Other funds holding SOBR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newbridge Financial Services Group's SOBR Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of SOBR Safe (SOBR) in Q3 2024, closing a stake of 2 shares — an estimated $294 sold.

Newbridge Financial Services Group first reported a position in SOBR in Q4 2022 and held it in 7 quarters. The position peaked at $4.44K in Q1 2023. 19 funds tracked by Wall St. Rank hold SOBR as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining SOBR Safe position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2 SOBR Safe shares in Q3 2024, an estimated $294.
  • Newbridge Financial Services Group first reported a position in SOBR Safe in Q4 2022 and held it in 7 quarters.
  • Newbridge Financial Services Group's SOBR Safe position peaked at $4.44K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held SOBR Safe as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.