Sunbelt Securities’s Sphere 3D ANY Stock Holding History

Sunbelt Securities’s Portfolio ANY Stock Details ANY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14	Closed	-$275	–	1764
2023 Q2	$275	Buy	+14	New	+$350	﹤0.01%	1616

Other funds holding ANY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

Sunbelt Securities's ANY Position: Q3 2023 in Review

Sunbelt Securities sold out of Sphere 3D (ANY) in Q3 2023, closing a stake of 14 shares — an estimated $275 sold.

Sunbelt Securities first reported a position in ANY in Q2 2023 and held it in 1 quarter. The position peaked at $275 in Q2 2023. 15 funds tracked by Wall St. Rank hold ANY as of Q3 2023.

Sunbelt Securities reported no remaining Sphere 3D position as of Q3 2023 after selling out during the quarter.
Sunbelt Securities sold 14 Sphere 3D shares in Q3 2023, an estimated $275.
Sunbelt Securities first reported a position in Sphere 3D in Q2 2023 and held it in 1 quarter.
Sunbelt Securities's Sphere 3D position peaked at $275 in Q2 2023.
15 funds tracked by Wall St. Rank held Sphere 3D as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.