SWM
REED

Shakespeare Wealth Management’s Reeds, Inc. Common Stock REED Stock Holding History

Shakespeare Wealth Management’s Portfolio REED Stock Details REED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$1K – 77
2022
Q3 		$1K Hold
200
– – ﹤0.01% 67
2022
Q2 		$2K Hold
200
– – ﹤0.01% 69
2022
Q1 		$3K Hold
200
– – ﹤0.01% 77
2021
Q4 		$4K Hold
200
– – ﹤0.01% 74
2021
Q3 		$6K Hold
200
– – ﹤0.01% 76
2021
Q2 		$8K Buy
+200
New +$10.3K ﹤0.01% 74

Other funds holding REED

USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
MHC
Meyer Handelman Company Rye Brook, New York $3.22B AUM 24.51% 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
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Shakespeare Wealth Management's REED Position: Q4 2022 in Review

Shakespeare Wealth Management sold out of Reeds, Inc. Common Stock (REED) in Q4 2022, closing a stake of 200 shares — an estimated $1K sold.

Shakespeare Wealth Management first reported a position in REED in Q2 2021 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 37 funds tracked by Wall St. Rank hold REED as of Q4 2022.

  • Shakespeare Wealth Management reported no remaining Reeds, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Shakespeare Wealth Management sold 200 Reeds, Inc. Common Stock shares in Q4 2022, an estimated $1K.
  • Shakespeare Wealth Management first reported a position in Reeds, Inc. Common Stock in Q2 2021 and held it in 6 quarters.
  • Shakespeare Wealth Management's Reeds, Inc. Common Stock position peaked at $8K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Reeds, Inc. Common Stock as of Q4 2022.

Based on Shakespeare Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.