SFPG
IOTS

Stonebridge Financial Planning Group’s Adesto Technologies Corp IOTS Stock Holding History

Stonebridge Financial Planning Group’s Portfolio IOTS Stock Details IOTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,760
Closed -$30K – 422
2020
Q1 		$30K Sell
2,760
-630
-19% -$6.02K 0.03% 207
2019
Q4 		$29K Buy
+3,390
New +$26.6K 0.03% 210

Other funds holding IOTS

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Stonebridge Financial Planning Group's IOTS Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of Adesto Technologies Corp (IOTS) in Q2 2020, closing a stake of 2,760 shares — an estimated $30K sold.

Stonebridge Financial Planning Group first reported a position in IOTS in Q4 2019 and held it in 2 quarters. The position peaked at $30K in Q1 2020. 7 funds tracked by Wall St. Rank hold IOTS as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining Adesto Technologies Corp position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 2,760 Adesto Technologies Corp shares in Q2 2020, an estimated $30K.
  • Stonebridge Financial Planning Group first reported a position in Adesto Technologies Corp in Q4 2019 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's Adesto Technologies Corp position peaked at $30K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held Adesto Technologies Corp as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.