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Steward Partners Investment Advisory’s Stoneridge SRI Stock Holding History

Steward Partners Investment Advisory’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-125
Closed -$3K – 2735
2019
Q3 		$3K Sell
125
-150
-55% -$4.71K ﹤0.01% 2375
2019
Q2 		$8K Buy
+275
New +$8.14K ﹤0.01% 2085

Other funds holding SRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's SRI Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Stoneridge (SRI) in Q4 2019, closing a stake of 125 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in SRI in Q2 2019 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 150 funds tracked by Wall St. Rank hold SRI as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining Stoneridge position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 125 Stoneridge shares in Q4 2019, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in Stoneridge in Q2 2019 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Stoneridge position peaked at $8K in Q2 2019.
  • 150 funds tracked by Wall St. Rank held Stoneridge as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.