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Pineridge Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Pineridge Advisors’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$11.2K – 642
2024
Q3 		$11.2K Hold
300
– – ﹤0.01% 269
2024
Q2 		$11.2K Buy
+300
New +$10.5K ﹤0.01% 273

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GAM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pineridge Advisors's CHAT Position: Q4 2024 in Review

Pineridge Advisors sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q4 2024, closing a stake of 300 shares — an estimated $11.2K sold.

Pineridge Advisors first reported a position in CHAT in Q2 2024 and held it in 2 quarters. The position peaked at $11.2K in Q3 2024. 40 funds tracked by Wall St. Rank hold CHAT as of Q4 2024.

  • Pineridge Advisors reported no remaining Roundhill Generative AI & Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Pineridge Advisors sold 300 Roundhill Generative AI & Technology ETF shares in Q4 2024, an estimated $11.2K.
  • Pineridge Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q2 2024 and held it in 2 quarters.
  • Pineridge Advisors's Roundhill Generative AI & Technology ETF position peaked at $11.2K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q4 2024.

Based on Pineridge Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.