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Steward Partners Investment Advisory’s Acacia Research ACTG Stock Holding History

Steward Partners Investment Advisory’s Portfolio ACTG Stock Details ACTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$3K – 3213
2022
Q2 		$3K Hold
500
– – ﹤0.01% 2893
2022
Q1 		$2K Hold
500
– – ﹤0.01% 3063
2021
Q4 		$3K Buy
+500
New +$2.7K ﹤0.01% 2928

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ACH
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Renaissance Technologies
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PRCP
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Dimensional Fund Advisors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
DCM
Difesa Capital Management New York $38.1M AUM 39.86% 1-Year Est. Return

Steward Partners Investment Advisory's ACTG Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Acacia Research (ACTG) in Q3 2022, closing a stake of 500 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in ACTG in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 77 funds tracked by Wall St. Rank hold ACTG as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining Acacia Research position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 Acacia Research shares in Q3 2022, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in Acacia Research in Q4 2021 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Acacia Research position peaked at $3K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held Acacia Research as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.