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Patten Group’s Global X Internet of Things ETF SNSR Stock Holding History

Patten Group’s Portfolio SNSR Stock Details SNSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,251
Closed -$321K – 255
2024
Q3 		$321K Sell
9,251
-5,131
-36% -$178K 0.07% 217
2024
Q2 		$516K Sell
14,382
-4,451
-24% -$159K 0.12% 165
2024
Q1 		$682K Sell
18,833
-1,907
-9% -$66.3K 0.17% 147
2023
Q4 		$732K Sell
20,740
-655
-3% -$20.7K 0.2% 132
2023
Q3 		$655K Sell
21,395
-16
-0.1% -$525 0.2% 136
2023
Q2 		$740K Sell
21,411
-1,678
-7% -$54.4K 0.11% 131
2023
Q1 		$768K Sell
23,089
-2,650
-10% -$84.8K 0.23% 129
2022
Q4 		$744K Sell
25,739
-9,568
-27% -$272K 0.23% 125
2022
Q3 		$918K Sell
35,307
-2,537
-7% -$70.2K 0.32% 96
2022
Q2 		$995K Sell
37,844
-485
-1% -$13.9K 0.32% 96
2022
Q1 		$1.27M Sell
38,329
-3,190
-8% -$109K 0.36% 82
2021
Q4 		$1.63M Buy
41,519
+947
+2% +$36.1K 0.43% 65
2021
Q3 		$1.47M Buy
40,572
+1,032
+3% +$38.1K 0.43% 65
2021
Q2 		$1.41M Buy
39,540
+233
+0.6% +$8.03K 0.41% 70
2021
Q1 		$1.31M Buy
39,307
+1,720
+5% +$57.9K 0.42% 76
2020
Q4 		$1.2M Buy
+37,587
New +$1.09M 0.32% 77

Other funds holding SNSR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Patten Group's SNSR Position: Q4 2024 in Review

Patten Group sold out of Global X Internet of Things ETF (SNSR) in Q4 2024, closing a stake of 9,251 shares — an estimated $321K sold.

Patten Group first reported a position in SNSR in Q4 2020 and held it in 16 quarters. The position peaked at $1.63M in Q4 2021. 68 funds tracked by Wall St. Rank hold SNSR as of Q4 2024.

  • Patten Group reported no remaining Global X Internet of Things ETF position as of Q4 2024 after selling out during the quarter.
  • Patten Group sold 9,251 Global X Internet of Things ETF shares in Q4 2024, an estimated $321K.
  • Patten Group first reported a position in Global X Internet of Things ETF in Q4 2020 and held it in 16 quarters.
  • Patten Group's Global X Internet of Things ETF position peaked at $1.63M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q4 2024.

Based on Patten Group's 13F filing for Q4 2024, filed 6 Feb 2025.