Stifel Financial
WATT icon

Stifel Financial’s Energous WATT Stock Holding History

Stifel Financial’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-104
Closed -$15K – 3414
2023
Q2 		$15K Sell
104
-5
-5% -$1.07K ﹤0.01% 3292
2023
Q1 		$35.3K Buy
109
+22
+25% +$9.37K ﹤0.01% 3255
2022
Q4 		$43.8K Sell
87
-1
-1% -$603 ﹤0.01% 3200
2022
Q3 		$55K Sell
88
-7
-7% -$5.07K ﹤0.01% 3177
2022
Q2 		$57K Buy
95
+46
+94% +$28K ﹤0.01% 3216
2022
Q1 		$35K Buy
49
+17
+53% +$11.8K ﹤0.01% 3323
2021
Q4 		$24K Sell
32
-5
-14% -$5.17K ﹤0.01% 3343
2021
Q3 		$46K Buy
37
+2
+6% +$2.86K ﹤0.01% 3283
2021
Q2 		$61K Buy
35
+12
+52% +$21.8K ﹤0.01% 3269
2021
Q1 		$56K Buy
+23
New +$53.2K ﹤0.01% 3154

Other funds holding WATT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial's WATT Position: Q3 2023 in Review

Stifel Financial sold out of Energous (WATT) in Q3 2023, closing a stake of 104 shares — an estimated $15K sold.

Stifel Financial first reported a position in WATT in Q1 2021 and held it in 10 quarters. The position peaked at $61K in Q2 2021. 24 funds tracked by Wall St. Rank hold WATT as of Q3 2023.

  • Stifel Financial reported no remaining Energous position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 104 Energous shares in Q3 2023, an estimated $15K.
  • Stifel Financial first reported a position in Energous in Q1 2021 and held it in 10 quarters.
  • Stifel Financial's Energous position peaked at $61K in Q2 2021.
  • 24 funds tracked by Wall St. Rank held Energous as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.