SWM
SCPX

Sugarloaf Wealth Management’s Scorpius Holdings, Inc. SCPX Stock Holding History

Sugarloaf Wealth Management’s Portfolio SCPX Stock Details SCPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3
Closed -$21K – 884
2022
Q3 		$21K Hold
3
– – 0.01% 421
2022
Q2 		$29K Hold
3
– – 0.01% 365
2022
Q1 		$31K Buy
3
+1
+50% +$11.1K 0.01% 346
2021
Q4 		$27K Hold
2
– – 0.01% 385
2021
Q3 		$50K Hold
2
– – 0.01% 265
2021
Q2 		$50K Hold
2
– – 0.01% 268
2021
Q1 		$45 Buy
2
+1
+100% +$31.9K 0.01% 286
2020
Q4 		$16K Hold
1
– – 0.01% 423
2020
Q3 		$25K Hold
1
– – 0.01% 325
2020
Q2 		$12K Buy
+1
New +$19.4K ﹤0.01% 430
2020
Q1 		– Hold
0
– – – 583
2019
Q4 		– Hold
0
– – – 685

Other funds holding SCPX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's SCPX Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Scorpius Holdings, Inc. (SCPX) in Q4 2022, closing a stake of 3 shares — an estimated $21K sold.

Sugarloaf Wealth Management first reported a position in SCPX in Q2 2020 and held it in 10 quarters. The position peaked at $50K in Q3 2021. 25 funds tracked by Wall St. Rank hold SCPX as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Scorpius Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 3 Scorpius Holdings, Inc. shares in Q4 2022, an estimated $21K.
  • Sugarloaf Wealth Management first reported a position in Scorpius Holdings, Inc. in Q2 2020 and held it in 10 quarters.
  • Sugarloaf Wealth Management's Scorpius Holdings, Inc. position peaked at $50K in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Scorpius Holdings, Inc. as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.