Osaic Holdings
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Osaic Holdings’s TOP Financial Group TOP Stock Holding History

Osaic Holdings’s Portfolio TOP Stock Details TOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$1.28K – 7580
2023
Q1 		$1.28K Hold
50
– – ﹤0.01% 6875
2022
Q4 		$1K Buy
+50
New +$1.67K ﹤0.01% 6964

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UBS Group
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SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
QL
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FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

Osaic Holdings's TOP Position: Q2 2023 in Review

Osaic Holdings sold out of TOP Financial Group (TOP) in Q2 2023, closing a stake of 50 shares — an estimated $1.28K sold.

Osaic Holdings first reported a position in TOP in Q4 2022 and held it in 2 quarters. The position peaked at $1.28K in Q1 2023. 10 funds tracked by Wall St. Rank hold TOP as of Q2 2023.

  • Osaic Holdings reported no remaining TOP Financial Group position as of Q2 2023 after selling out during the quarter.
  • Osaic Holdings sold 50 TOP Financial Group shares in Q2 2023, an estimated $1.28K.
  • Osaic Holdings first reported a position in TOP Financial Group in Q4 2022 and held it in 2 quarters.
  • Osaic Holdings's TOP Financial Group position peaked at $1.28K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held TOP Financial Group as of Q2 2023.

Based on Osaic Holdings's 13F filing for Q2 2023, filed 10 Aug 2023.