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Realta Investment Advisors’s Energous WATT Stock Holding History

Realta Investment Advisors’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5
Closed -$10K – 1693
2019
Q3 		$10K Hold
5
– – ﹤0.01% 1115
2019
Q2 		$13K Hold
5
– – ﹤0.01% 1068
2019
Q1 		$19K Buy
+5
New +$21.7K 0.01% 770

Other funds holding WATT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Realta Investment Advisors's WATT Position: Q4 2019 in Review

Realta Investment Advisors sold out of Energous (WATT) in Q4 2019, closing a stake of 5 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in WATT in Q1 2019 and held it in 3 quarters. The position peaked at $19K in Q1 2019. 65 funds tracked by Wall St. Rank hold WATT as of Q4 2019.

  • Realta Investment Advisors reported no remaining Energous position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 5 Energous shares in Q4 2019, an estimated $10K.
  • Realta Investment Advisors first reported a position in Energous in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Energous position peaked at $19K in Q1 2019.
  • 65 funds tracked by Wall St. Rank held Energous as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.