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Steward Partners Investment Advisory’s Koss Corp KOSS Stock Holding History

Steward Partners Investment Advisory’s Portfolio KOSS Stock Details KOSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-49
Closed -$126 – 3664
2024
Q1 		$126 Hold
49
– – ﹤0.01% 3496
2023
Q4 		$164 Hold
49
– – ﹤0.01% 3420
2023
Q3 		$145 Hold
49
– – ﹤0.01% 3308
2023
Q2 		$181 Hold
49
– – ﹤0.01% 3243
2023
Q1 		$226 Hold
49
– – ﹤0.01% 3221
2022
Q4 		$243 Hold
49
– – ﹤0.01% 3251
2022
Q3 		$0 Buy
+49
New +$383 ﹤0.01% 3315

Other funds holding KOSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Advisory's KOSS Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Koss Corp (KOSS) in Q2 2024, closing a stake of 49 shares — an estimated $126 sold.

Steward Partners Investment Advisory first reported a position in KOSS in Q3 2022 and held it in 7 quarters. The position peaked at $243 in Q4 2022. 21 funds tracked by Wall St. Rank hold KOSS as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Koss Corp position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 49 Koss Corp shares in Q2 2024, an estimated $126.
  • Steward Partners Investment Advisory first reported a position in Koss Corp in Q3 2022 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Koss Corp position peaked at $243 in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Koss Corp as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.