SPIA
SWIR

Steward Partners Investment Advisory’s Sierra Wireless SWIR Stock Holding History

Steward Partners Investment Advisory’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-654
Closed -$19K – 3475
2022
Q4 		$19K Buy
654
+40
+7% +$1.18K ﹤0.01% 2253
2022
Q3 		$19K Buy
614
+360
+142% +$10.3K ﹤0.01% 2259
2022
Q2 		$6K Hold
254
– – ﹤0.01% 2738
2022
Q1 		$5K Sell
254
-70
-22% -$1.17K ﹤0.01% 2925
2021
Q4 		$6K Buy
+324
New +$5.44K ﹤0.01% 2794

Other funds holding SWIR

AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Steward Partners Investment Advisory's SWIR Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Sierra Wireless (SWIR) in Q1 2023, closing a stake of 654 shares — an estimated $19K sold.

Steward Partners Investment Advisory first reported a position in SWIR in Q4 2021 and held it in 5 quarters. The position peaked at $19K in Q3 2022. 1 fund tracked by Wall St. Rank holds SWIR as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining Sierra Wireless position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 654 Sierra Wireless shares in Q1 2023, an estimated $19K.
  • Steward Partners Investment Advisory first reported a position in Sierra Wireless in Q4 2021 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Sierra Wireless position peaked at $19K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Sierra Wireless as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.