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Patriot Financial Group Insurance Agency’s Usio Inc USIO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio USIO Stock Details USIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,250
Closed -$5K – 1865
2022
Q2 		$5K Hold
2,250
– – ﹤0.01% 1510
2022
Q1 		$8K Hold
2,250
– – ﹤0.01% 1465
2021
Q4 		$10K Buy
+2,250
New +$13.5K ﹤0.01% 1499

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KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Patriot Financial Group Insurance Agency's USIO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Usio Inc (USIO) in Q3 2022, closing a stake of 2,250 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in USIO in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 28 funds tracked by Wall St. Rank hold USIO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Usio Inc position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,250 Usio Inc shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Usio Inc in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Usio Inc position peaked at $10K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Usio Inc as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.