Steward Partners Investment Advisory’s WISeKey WKEY Stock Holding History

Steward Partners Investment Advisory’s Portfolio WKEY Stock Details WKEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-26	Closed	-$235	–	4161
2024 Q4	$235	Hold	26	–	–	﹤0.01%	3896
2024 Q3	$60	Hold	26	–	–	﹤0.01%	3684
2024 Q2	$59	Hold	26	–	–	﹤0.01%	3566
2024 Q1	$65	Hold	26	–	–	﹤0.01%	3515
2023 Q4	$46	Hold	26	–	–	﹤0.01%	3464
2023 Q3	$47	Hold	26	–	–	﹤0.01%	3337
2023 Q2	$114	Hold	26	–	–	﹤0.01%	3264
2023 Q1	$135	Hold	26	–	–	﹤0.01%	3246
2022 Q4	$116	Hold	26	–	–	﹤0.01%	3289
2022 Q3	$0	Hold	26	–	–	﹤0.01%	3403
2022 Q2	$0	Hold	26	–	–	﹤0.01%	3389
2022 Q1	$0	Hold	26	–	–	﹤0.01%	3393
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	3133
2021 Q3	$1K	Buy	+26	New	+$906	﹤0.01%	3108

Other funds holding WKEY

FWM

Finer Wealth Management Salem, Massachusetts $199M AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Steward Partners Investment Advisory's WKEY Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of WISeKey (WKEY) in Q1 2025, closing a stake of 26 shares — an estimated $235 sold.

Steward Partners Investment Advisory first reported a position in WKEY in Q3 2021 and held it in 14 quarters. The position peaked at $1K in Q4 2021. 10 funds tracked by Wall St. Rank hold WKEY as of Q1 2025.

Steward Partners Investment Advisory reported no remaining WISeKey position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 26 WISeKey shares in Q1 2025, an estimated $235.
Steward Partners Investment Advisory first reported a position in WISeKey in Q3 2021 and held it in 14 quarters.
Steward Partners Investment Advisory's WISeKey position peaked at $1K in Q4 2021.
10 funds tracked by Wall St. Rank held WISeKey as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.