StoneX Group’s SOBR Safe SOBR Stock Holding History

StoneX Group’s Portfolio SOBR Stock Details SOBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-18	Closed	-$2.85K	–	465
2024 Q2	$2.85K	Buy	+18	New	+$5.3K	﹤0.01%	350

Other funds holding SOBR

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

StoneX Group's SOBR Position: Q3 2024 in Review

StoneX Group sold out of SOBR Safe (SOBR) in Q3 2024, closing a stake of 18 shares — an estimated $2.85K sold.

StoneX Group first reported a position in SOBR in Q2 2024 and held it in 1 quarter. The position peaked at $2.85K in Q2 2024. 19 funds tracked by Wall St. Rank hold SOBR as of Q3 2024.

StoneX Group reported no remaining SOBR Safe position as of Q3 2024 after selling out during the quarter.
StoneX Group sold 18 SOBR Safe shares in Q3 2024, an estimated $2.85K.
StoneX Group first reported a position in SOBR Safe in Q2 2024 and held it in 1 quarter.
StoneX Group's SOBR Safe position peaked at $2.85K in Q2 2024.
19 funds tracked by Wall St. Rank held SOBR Safe as of Q3 2024.

Based on StoneX Group's 13F filing for Q3 2024, filed 12 Nov 2024.