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Stratos Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

Stratos Wealth Advisors’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-734
Closed -$246K – 676
2023
Q4 		$246K Buy
734
+3
+0.4% +$901 0.01% 600
2023
Q3 		$215K Buy
+731
New +$189K 0.01% 608

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stratos Wealth Advisors's ERIE Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of Erie Indemnity (ERIE) in Q1 2024, closing a stake of 734 shares — an estimated $246K sold.

Stratos Wealth Advisors first reported a position in ERIE in Q3 2023 and held it in 2 quarters. The position peaked at $246K in Q4 2023. 317 funds tracked by Wall St. Rank hold ERIE as of Q1 2024.

  • Stratos Wealth Advisors reported no remaining Erie Indemnity position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 734 Erie Indemnity shares in Q1 2024, an estimated $246K.
  • Stratos Wealth Advisors first reported a position in Erie Indemnity in Q3 2023 and held it in 2 quarters.
  • Stratos Wealth Advisors's Erie Indemnity position peaked at $246K in Q4 2023.
  • 317 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.