SC
SOS

Stephens Consulting’s SOS Limited SOS Stock Holding History

Stephens Consulting’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5
Closed -$290 – 527
2023
Q1 		$290 Hold
5
– – ﹤0.01% 510
2022
Q4 		$191 Hold
5
– – ﹤0.01% 489
2022
Q3 		$289 Buy
+5
New +$469 ﹤0.01% 546

Other funds holding SOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stephens Consulting's SOS Position: Q2 2023 in Review

Stephens Consulting sold out of SOS Limited (SOS) in Q2 2023, closing a stake of 5 shares — an estimated $290 sold.

Stephens Consulting first reported a position in SOS in Q3 2022 and held it in 3 quarters. The position peaked at $290 in Q1 2023. 10 funds tracked by Wall St. Rank hold SOS as of Q2 2023.

  • Stephens Consulting reported no remaining SOS Limited position as of Q2 2023 after selling out during the quarter.
  • Stephens Consulting sold 5 SOS Limited shares in Q2 2023, an estimated $290.
  • Stephens Consulting first reported a position in SOS Limited in Q3 2022 and held it in 3 quarters.
  • Stephens Consulting's SOS Limited position peaked at $290 in Q1 2023.
  • 10 funds tracked by Wall St. Rank held SOS Limited as of Q2 2023.

Based on Stephens Consulting's 13F filing for Q2 2023, filed 21 Jul 2023.