SPIA
SOS

Steward Partners Investment Advisory’s SOS Limited SOS Stock Holding History

Steward Partners Investment Advisory’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Hold
0
– – – 2841
2020
Q2 		– Hold
0
– – – 2744
2020
Q1 		– Hold
0
– – – 2685
2019
Q4 		– Hold
0
– – – 2732
2019
Q3 		– Hold
0
– – – 2756
2019
Q2 		– Hold
0
– – – 2686
2018
Q4 		– Hold
0
– – – 1951
2018
Q3 		– Hold
0
– – – 2693
2018
Q2 		– Hold
0
– – – 2538
2018
Q1 		– Hold
0
– – – 2322
2017
Q4 		– Hold
0
– – – 1944

Other funds holding SOS

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return