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Sandy Spring Bank’s Defiance Quantum ETF QTUM Stock Holding History

Sandy Spring Bank’s Portfolio QTUM Stock Details QTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-105
Closed -$4.11K – 1200
2022
Q4 		$4.11K Buy
+105
New +$4.09K ﹤0.01% 952

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sandy Spring Bank's QTUM Position: Q1 2023 in Review

Sandy Spring Bank sold out of Defiance Quantum ETF (QTUM) in Q1 2023, closing a stake of 105 shares — an estimated $4.11K sold.

Sandy Spring Bank first reported a position in QTUM in Q4 2022 and held it in 1 quarter. The position peaked at $4.11K in Q4 2022. 42 funds tracked by Wall St. Rank hold QTUM as of Q1 2023.

  • Sandy Spring Bank reported no remaining Defiance Quantum ETF position as of Q1 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 105 Defiance Quantum ETF shares in Q1 2023, an estimated $4.11K.
  • Sandy Spring Bank first reported a position in Defiance Quantum ETF in Q4 2022 and held it in 1 quarter.
  • Sandy Spring Bank's Defiance Quantum ETF position peaked at $4.11K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2023.

Based on Sandy Spring Bank's 13F filing for Q1 2023, filed 5 May 2023.