SWA
JE

SOA Wealth Advisors’s Just Energy Group Inc JE Stock Holding History

SOA Wealth Advisors’s Portfolio JE Stock Details JE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-290
Closed -$2K – 956
2020
Q4 		$2K Buy
+290
New +$1.49K ﹤0.01% 716

Other funds holding JE

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

SOA Wealth Advisors's JE Position: Q1 2021 in Review

SOA Wealth Advisors sold out of Just Energy Group Inc (JE) in Q1 2021, closing a stake of 290 shares — an estimated $2K sold.

SOA Wealth Advisors first reported a position in JE in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 6 funds tracked by Wall St. Rank hold JE as of Q1 2021.

  • SOA Wealth Advisors reported no remaining Just Energy Group Inc position as of Q1 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 290 Just Energy Group Inc shares in Q1 2021, an estimated $2K.
  • SOA Wealth Advisors first reported a position in Just Energy Group Inc in Q4 2020 and held it in 1 quarter.
  • SOA Wealth Advisors's Just Energy Group Inc position peaked at $2K in Q4 2020.
  • 6 funds tracked by Wall St. Rank held Just Energy Group Inc as of Q1 2021.

Based on SOA Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.