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Scarborough Advisors’s SonicShares Global Shipping ETF BOAT Stock Holding History

Scarborough Advisors’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-27
Closed -$817 – 425
2023
Q4 		$817 Buy
+27
New +$764 ﹤0.01% 638

Other funds holding BOAT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
FLC
Fifth Lane Capital Austin, Texas $82.3M AUM 26.09% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Scarborough Advisors's BOAT Position: Q1 2024 in Review

Scarborough Advisors sold out of SonicShares Global Shipping ETF (BOAT) in Q1 2024, closing a stake of 27 shares — an estimated $817 sold.

Scarborough Advisors first reported a position in BOAT in Q4 2023 and held it in 1 quarter. The position peaked at $817 in Q4 2023. 18 funds tracked by Wall St. Rank hold BOAT as of Q1 2024.

  • Scarborough Advisors reported no remaining SonicShares Global Shipping ETF position as of Q1 2024 after selling out during the quarter.
  • Scarborough Advisors sold 27 SonicShares Global Shipping ETF shares in Q1 2024, an estimated $817.
  • Scarborough Advisors first reported a position in SonicShares Global Shipping ETF in Q4 2023 and held it in 1 quarter.
  • Scarborough Advisors's SonicShares Global Shipping ETF position peaked at $817 in Q4 2023.
  • 18 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2024.

Based on Scarborough Advisors's 13F filing for Q1 2024, filed 10 May 2024.