Summit Financial Wealth Advisors’s Ericsson ERIC Stock Holding History

Summit Financial Wealth Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,530	Closed	-$84K	–	126
2022 Q2	$84K	Buy	+11,530	New	+$94.2K	0.02%	132
2022 Q1	–	Sell	-10,930	Closed	-$120K	–	136
2021 Q4	$120K	Hold	10,930	–	–	0.02%	138
2021 Q3	$122K	Buy	+10,930	New	+$129K	0.03%	127

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Summit Financial Wealth Advisors's ERIC Position: Q3 2022 in Review

Summit Financial Wealth Advisors sold out of Ericsson (ERIC) in Q3 2022, closing a stake of 11,530 shares — an estimated $84K sold.

Summit Financial Wealth Advisors first reported a position in ERIC in Q3 2021 and held it in 3 quarters. The position peaked at $122K in Q3 2021. 300 funds tracked by Wall St. Rank hold ERIC as of Q3 2022.

Summit Financial Wealth Advisors reported no remaining Ericsson position as of Q3 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 11,530 Ericsson shares in Q3 2022, an estimated $84K.
Summit Financial Wealth Advisors first reported a position in Ericsson in Q3 2021 and held it in 3 quarters.
Summit Financial Wealth Advisors's Ericsson position peaked at $122K in Q3 2021.
300 funds tracked by Wall St. Rank held Ericsson as of Q3 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.