SPIA
SHSP

Steward Partners Investment Advisory’s SharpSpring, Inc. SHSP Stock Holding History

Steward Partners Investment Advisory’s Portfolio SHSP Stock Details SHSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-28,159
Closed -$476K – 3461
2021
Q2 		$476K Sell
28,159
-5,255
-16% -$80.1K 0.01% 955
2021
Q1 		$535K Buy
33,414
+1,817
+6% +$36.1K 0.01% 864
2020
Q4 		$514K Sell
31,597
-353
-1% -$4.91K 0.01% 757
2020
Q3 		$356K Buy
31,950
+2,856
+10% +$27.3K 0.01% 763
2020
Q2 		$255K Buy
29,094
+6,138
+27% +$48.1K 0.01% 804
2020
Q1 		$139K Buy
22,956
+7,561
+49% +$81.3K 0.01% 893
2019
Q4 		$176K Buy
15,395
+3,497
+29% +$35.6K 0.01% 919
2019
Q3 		$115K Buy
11,898
+1,457
+14% +$16.1K ﹤0.01% 1037
2019
Q2 		$135K Buy
+10,441
New +$175K 0.01% 944
2018
Q4 		– Sell
-4,245
Closed -$60K – 2413
2018
Q3 		$60K Buy
+4,245
New +$51.5K ﹤0.01% 1127

Steward Partners Investment Advisory's SHSP Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of SharpSpring, Inc. (SHSP) in Q3 2021, closing a stake of 28,159 shares — an estimated $476K sold.

Steward Partners Investment Advisory first reported a position in SHSP in Q3 2018 and held it in 10 quarters. The position peaked at $535K in Q1 2021. 0 funds tracked by Wall St. Rank hold SHSP as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining SharpSpring, Inc. position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 28,159 SharpSpring, Inc. shares in Q3 2021, an estimated $476K.
  • Steward Partners Investment Advisory first reported a position in SharpSpring, Inc. in Q3 2018 and held it in 10 quarters.
  • Steward Partners Investment Advisory's SharpSpring, Inc. position peaked at $535K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held SharpSpring, Inc. as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.