SPIA
SST icon

Steward Partners Investment Advisory’s System1 SST Stock Holding History

Steward Partners Investment Advisory’s Portfolio SST Stock Details SST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-319
Closed -$20K – 3450
2022
Q3 		$20K Hold
319
– – ﹤0.01% 2234
2022
Q2 		$22K Hold
319
– – ﹤0.01% 2191
2022
Q1 		$46K Buy
+319
New +$39.2K ﹤0.01% 1963

Other funds holding SST

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Steward Partners Investment Advisory's SST Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of System1 (SST) in Q4 2022, closing a stake of 319 shares — an estimated $20K sold.

Steward Partners Investment Advisory first reported a position in SST in Q1 2022 and held it in 3 quarters. The position peaked at $46K in Q1 2022. 29 funds tracked by Wall St. Rank hold SST as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining System1 position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 319 System1 shares in Q4 2022, an estimated $20K.
  • Steward Partners Investment Advisory first reported a position in System1 in Q1 2022 and held it in 3 quarters.
  • Steward Partners Investment Advisory's System1 position peaked at $46K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held System1 as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.