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Steward Partners Investment Advisory’s Aqua Metals AQMS Stock Holding History

Steward Partners Investment Advisory’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-23
Closed -$4K – 3359
2022
Q3 		$4K Hold
23
– – ﹤0.01% 2816
2022
Q2 		$4K Sell
23
-1
-4% -$196 ﹤0.01% 2801
2022
Q1 		$7K Buy
24
+23
+2,300% +$5.21K ﹤0.01% 2760
2021
Q4 		$0 Buy
+1
New +$352 ﹤0.01% 3176

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Titleist Capital San Antonio, Texas $427M AUM 24.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's AQMS Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Aqua Metals (AQMS) in Q4 2022, closing a stake of 23 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in AQMS in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 56 funds tracked by Wall St. Rank hold AQMS as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Aqua Metals position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 23 Aqua Metals shares in Q4 2022, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Aqua Metals in Q4 2021 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Aqua Metals position peaked at $7K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.