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Steward Partners Investment Advisory’s SOBR Safe SOBR Stock Holding History

Steward Partners Investment Advisory’s Portfolio SOBR Stock Details SOBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$431 – 3709
2024
Q1 		$431 Sell
1
-53
-98% -$31.6K ﹤0.01% 3438
2023
Q4 		$26.6K Sell
54
-27
-33% -$20.4K ﹤0.01% 2263
2023
Q3 		$97.8K Buy
+81
New +$129K ﹤0.01% 1576

Other funds holding SOBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of SOBR Safe (SOBR) in Q2 2024, closing a stake of 1 share — an estimated $431 sold.

Steward Partners Investment Advisory first reported a position in SOBR in Q3 2023 and held it in 3 quarters. The position peaked at $97.8K in Q3 2023. 22 funds tracked by Wall St. Rank hold SOBR as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining SOBR Safe position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1 SOBR Safe share in Q2 2024, an estimated $431.
  • Steward Partners Investment Advisory first reported a position in SOBR Safe in Q3 2023 and held it in 3 quarters.
  • Steward Partners Investment Advisory's SOBR Safe position peaked at $97.8K in Q3 2023.
  • 22 funds tracked by Wall St. Rank held SOBR Safe as of Q2 2024.

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