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Steward Partners Investment Advisory’s ADS-TEC Energy ADSE Stock Holding History

Steward Partners Investment Advisory’s Portfolio ADSE Stock Details ADSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-860
Closed -$2.32K – 3319
2023
Q1 		$2.32K Hold
860
– – ﹤0.01% 2986
2022
Q4 		$2.68K Hold
860
– – ﹤0.01% 2953
2022
Q3 		$6K Hold
860
– – ﹤0.01% 2675
2022
Q2 		$6K Buy
+860
New +$5.55K ﹤0.01% 2666

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RJA
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KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Steward Partners Investment Advisory's ADSE Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of ADS-TEC Energy (ADSE) in Q2 2023, closing a stake of 860 shares — an estimated $2.32K sold.

Steward Partners Investment Advisory first reported a position in ADSE in Q2 2022 and held it in 4 quarters. The position peaked at $6K in Q3 2022. 13 funds tracked by Wall St. Rank hold ADSE as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining ADS-TEC Energy position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 860 ADS-TEC Energy shares in Q2 2023, an estimated $2.32K.
  • Steward Partners Investment Advisory first reported a position in ADS-TEC Energy in Q2 2022 and held it in 4 quarters.
  • Steward Partners Investment Advisory's ADS-TEC Energy position peaked at $6K in Q3 2022.
  • 13 funds tracked by Wall St. Rank held ADS-TEC Energy as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.