PRW Wealth Management’s Biotricity, Inc. Common Stock BTCY Stock Holding History

PRW Wealth Management’s Portfolio BTCY Stock Details BTCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,458	Closed	-$14K	–	128
2023 Q1	$14K	Hold	4,458	–	–	0.01%	113
2022 Q4	$12K	Hold	4,458	–	–	0.01%	68
2022 Q3	$21K	Hold	4,458	–	–	0.01%	95
2022 Q2	$47K	Buy	+4,458	New	+$38.9K	0.03%	96

Other funds holding BTCY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SWMP

Signature Wealth Management Partners Montvale, New Jersey $199M AUM 20.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PRW Wealth Management's BTCY Position: Q2 2023 in Review

PRW Wealth Management sold out of Biotricity, Inc. Common Stock (BTCY) in Q2 2023, closing a stake of 4,458 shares — an estimated $14K sold.

PRW Wealth Management first reported a position in BTCY in Q2 2022 and held it in 4 quarters. The position peaked at $47K in Q2 2022. 23 funds tracked by Wall St. Rank hold BTCY as of Q2 2023.

PRW Wealth Management reported no remaining Biotricity, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
PRW Wealth Management sold 4,458 Biotricity, Inc. Common Stock shares in Q2 2023, an estimated $14K.
PRW Wealth Management first reported a position in Biotricity, Inc. Common Stock in Q2 2022 and held it in 4 quarters.
PRW Wealth Management's Biotricity, Inc. Common Stock position peaked at $47K in Q2 2022.
23 funds tracked by Wall St. Rank held Biotricity, Inc. Common Stock as of Q2 2023.

Based on PRW Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.