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Ovata Capital Management’s Focus Universal FCUV Stock Holding History

Ovata Capital Management’s Portfolio FCUV Stock Details FCUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2
Closed -$5K – 79
2022
Q1 		$5K Buy
+2
New +$5.2K ﹤0.01% 139

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N
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ovata Capital Management's FCUV Position: Q2 2022 in Review

Ovata Capital Management sold out of Focus Universal (FCUV) in Q2 2022, closing a stake of 2 shares — an estimated $5K sold.

Ovata Capital Management first reported a position in FCUV in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 34 funds tracked by Wall St. Rank hold FCUV as of Q2 2022.

  • Ovata Capital Management reported no remaining Focus Universal position as of Q2 2022 after selling out during the quarter.
  • Ovata Capital Management sold 2 Focus Universal shares in Q2 2022, an estimated $5K.
  • Ovata Capital Management first reported a position in Focus Universal in Q1 2022 and held it in 1 quarter.
  • Ovata Capital Management's Focus Universal position peaked at $5K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Focus Universal as of Q2 2022.

Based on Ovata Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.