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Signature Estate & Investment Advisors’s Sono-Tek SOTK Stock Holding History

Signature Estate & Investment Advisors’s Portfolio SOTK Stock Details SOTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-773,386
Closed -$3.1M – 578
2024
Q4 		$3.1M Buy
+773,386
New +$3.42M 0.08% 101

Other funds holding SOTK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Signature Estate & Investment Advisors's SOTK Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of Sono-Tek (SOTK) in Q1 2025, closing a stake of 773,386 shares — an estimated $3.1M sold.

Signature Estate & Investment Advisors first reported a position in SOTK in Q4 2024 and held it in 1 quarter. The position peaked at $3.1M in Q4 2024. 24 funds tracked by Wall St. Rank hold SOTK as of Q1 2025.

  • Signature Estate & Investment Advisors reported no remaining Sono-Tek position as of Q1 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 773,386 Sono-Tek shares in Q1 2025, an estimated $3.1M.
  • Signature Estate & Investment Advisors first reported a position in Sono-Tek in Q4 2024 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Sono-Tek position peaked at $3.1M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Sono-Tek as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.