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SOA Wealth Advisors’s BK Technologies BKTI Stock Holding History

SOA Wealth Advisors’s Portfolio BKTI Stock Details BKTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16
Closed -$234 – 946
2023
Q1 		$234 Hold
16
– – ﹤0.01% 891
2022
Q4 		$272 Hold
16
– – ﹤0.01% 885
2022
Q3 		$0 Hold
16
– – ﹤0.01% 832
2022
Q2 		$0 Hold
16
– – ﹤0.01% 821
2022
Q1 		$0 Hold
16
– – ﹤0.01% 902
2021
Q4 		$0 Hold
16
– – ﹤0.01% 876
2021
Q3 		$0 Hold
16
– – ﹤0.01% 893
2021
Q2 		$0 Hold
16
– – ﹤0.01% 864
2021
Q1 		$0 Hold
16
– – ﹤0.01% 811
2020
Q4 		$0 Buy
+16
New +$242 ﹤0.01% 792

Other funds holding BKTI

ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SOA Wealth Advisors's BKTI Position: Q2 2023 in Review

SOA Wealth Advisors sold out of BK Technologies (BKTI) in Q2 2023, closing a stake of 16 shares — an estimated $234 sold.

SOA Wealth Advisors first reported a position in BKTI in Q4 2020 and held it in 10 quarters. The position peaked at $272 in Q4 2022. 17 funds tracked by Wall St. Rank hold BKTI as of Q2 2023.

  • SOA Wealth Advisors reported no remaining BK Technologies position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 16 BK Technologies shares in Q2 2023, an estimated $234.
  • SOA Wealth Advisors first reported a position in BK Technologies in Q4 2020 and held it in 10 quarters.
  • SOA Wealth Advisors's BK Technologies position peaked at $272 in Q4 2022.
  • 17 funds tracked by Wall St. Rank held BK Technologies as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.