SIS
WATT icon

Strategic Investment Solutions’s Energous WATT Stock Holding History

Strategic Investment Solutions’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
2025
Q1 		– Hold
0
– -$9 – 685
2024
Q4 		– Hold
0
– – – 642
2024
Q3 		– Hold
0
– – – 649
2024
Q2 		– Hold
0
– – – 603
2023
Q4 		– Hold
0
– – – 1118
2023
Q2 		– Hold
0
– -$54 – 979
2023
Q1 		– Hold
0
– – – 1003

Other funds holding WATT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
CWM
Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return