Simplicity Solutions’s CISO Global CISO Stock Holding History

Simplicity Solutions’s Portfolio CISO Stock Details CISO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-888	Closed	-$39K	–	675
2022 Q3	$39K	Buy	+888	New	+$41.5K	0.01%	632

Other funds holding CISO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FIM

Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Planning Directions Glen Mills, Pennsylvania $216M AUM 18.03% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Simplicity Solutions's CISO Position: Q4 2022 in Review

Simplicity Solutions sold out of CISO Global (CISO) in Q4 2022, closing a stake of 888 shares — an estimated $39K sold.

Simplicity Solutions first reported a position in CISO in Q3 2022 and held it in 1 quarter. The position peaked at $39K in Q3 2022. 45 funds tracked by Wall St. Rank hold CISO as of Q4 2022.

Simplicity Solutions reported no remaining CISO Global position as of Q4 2022 after selling out during the quarter.
Simplicity Solutions sold 888 CISO Global shares in Q4 2022, an estimated $39K.
Simplicity Solutions first reported a position in CISO Global in Q3 2022 and held it in 1 quarter.
Simplicity Solutions's CISO Global position peaked at $39K in Q3 2022.
45 funds tracked by Wall St. Rank held CISO Global as of Q4 2022.

Based on Simplicity Solutions's 13F filing for Q4 2022, filed 2 Feb 2023.