SPIA
NEPT

Steward Partners Investment Advisory’s Neptune Wellness Solutions Inc. Ordinary Shares NEPT Stock Holding History

Steward Partners Investment Advisory’s Portfolio NEPT Stock Details NEPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5
Closed -$7K – 2774
2020
Q1 		$7K Buy
+5
New +$14.2K ﹤0.01% 2000

Other funds holding NEPT

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Steward Partners Investment Advisory's NEPT Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of Neptune Wellness Solutions Inc. Ordinary Shares (NEPT) in Q2 2020, closing a stake of 5 shares — an estimated $7K sold.

Steward Partners Investment Advisory first reported a position in NEPT in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 32 funds tracked by Wall St. Rank hold NEPT as of Q2 2020.

  • Steward Partners Investment Advisory reported no remaining Neptune Wellness Solutions Inc. Ordinary Shares position as of Q2 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5 Neptune Wellness Solutions Inc. Ordinary Shares shares in Q2 2020, an estimated $7K.
  • Steward Partners Investment Advisory first reported a position in Neptune Wellness Solutions Inc. Ordinary Shares in Q1 2020 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Neptune Wellness Solutions Inc. Ordinary Shares position peaked at $7K in Q1 2020.
  • 32 funds tracked by Wall St. Rank held Neptune Wellness Solutions Inc. Ordinary Shares as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.