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Stratos Wealth Partners’s Energous WATT Stock Holding History

Stratos Wealth Partners’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
2021
Q3 		– Sell
-17
Closed -$30K – 1247
2021
Q2 		$30K Buy
+17
New +$30.9K ﹤0.01% 1177
2018
Q4 		– Sell
-1
Closed -$5K – 2484
2018
Q3 		$5K Buy
+1
New +$7.76K ﹤0.01% 2475
2018
Q2 		– Sell
-3
Closed -$29K – 2570
2018
Q1 		$29K Hold
3
– – ﹤0.01% 1857
2017
Q4 		$31K Buy
+3
New +$18.9K ﹤0.01% 1746

Other funds holding WATT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stratos Wealth Partners's WATT Position: Q3 2021 in Review

Stratos Wealth Partners sold out of Energous (WATT) in Q3 2021, closing a stake of 17 shares — an estimated $30K sold.

Stratos Wealth Partners first reported a position in WATT in Q4 2017 and held it in 4 quarters. The position peaked at $31K in Q4 2017. 60 funds tracked by Wall St. Rank hold WATT as of Q3 2021.

  • Stratos Wealth Partners reported no remaining Energous position as of Q3 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 17 Energous shares in Q3 2021, an estimated $30K.
  • Stratos Wealth Partners first reported a position in Energous in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's Energous position peaked at $31K in Q4 2017.
  • 60 funds tracked by Wall St. Rank held Energous as of Q3 2021.

Based on Stratos Wealth Partners's 13F filing for Q3 2021, filed 19 Oct 2021.