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OneAscent Wealth Management’s Ericsson ERIC Stock Holding History

OneAscent 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
2021
Q1 		$204K Buy
15,440
+1,380
+10% +$17.6K 0.09% 201
2020
Q4 		$168K Buy
+14,060
New +$165K 0.08% 195

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

OneAscent Wealth Management's ERIC Position: Q1 2021 in Review

OneAscent Wealth Management increased its Ericsson (ERIC) stake by 9.8% in Q1 2021, buying an estimated $17.6K and bringing the position to 15,440 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #201.

OneAscent Wealth Management first reported a position in ERIC in Q4 2020 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold ERIC as of Q1 2021.

  • OneAscent Wealth Management held 15,440 shares of Ericsson worth $204K as of Q1 2021.
  • OneAscent Wealth Management bought 1,380 Ericsson shares in Q1 2021, an estimated $17.6K.
  • Ericsson made up 0.09% of OneAscent Wealth Management's portfolio in Q1 2021, its #201 holding.
  • OneAscent Wealth Management first reported a position in Ericsson in Q4 2020 and has held it in 2 quarters since.
  • 371 funds tracked by Wall St. Rank held Ericsson as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.