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Opal Wealth Advisors’s Ericsson ERIC Stock Holding History

Opal Wealth Advisors’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
2024
Q3 		– Sell
-25
Closed -$155 – 505
2024
Q2 		$155 Hold
25
– – ﹤0.01% 1218
2024
Q1 		$138 Buy
+25
New +$141 ﹤0.01% 348

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Opal Wealth Advisors's ERIC Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Ericsson (ERIC) in Q3 2024, closing a stake of 25 shares — an estimated $155 sold.

Opal Wealth Advisors first reported a position in ERIC in Q1 2024 and held it in 2 quarters. The position peaked at $155 in Q2 2024. 266 funds tracked by Wall St. Rank hold ERIC as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Ericsson position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 25 Ericsson shares in Q3 2024, an estimated $155.
  • Opal Wealth Advisors first reported a position in Ericsson in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Ericsson position peaked at $155 in Q2 2024.
  • 266 funds tracked by Wall St. Rank held Ericsson as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.