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Sunesis Advisors’s Aqua Metals AQMS Stock Holding History

Sunesis Advisors’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-250
Closed -$38K – 52
2023
Q4 		$38K Hold
250
– – 0.02% 70
2023
Q3 		$56.5K Buy
+250
New +$59.9K 0.04% 70
2023
Q1 		$50K Buy
+250
New +$58.4K 0.04% 73

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Sunesis Advisors's AQMS Position: Q1 2024 in Review

Sunesis Advisors sold out of Aqua Metals (AQMS) in Q1 2024, closing a stake of 250 shares — an estimated $38K sold.

Sunesis Advisors first reported a position in AQMS in Q1 2023 and held it in 3 quarters. The position peaked at $56.5K in Q3 2023. 65 funds tracked by Wall St. Rank hold AQMS as of Q1 2024.

  • Sunesis Advisors reported no remaining Aqua Metals position as of Q1 2024 after selling out during the quarter.
  • Sunesis Advisors sold 250 Aqua Metals shares in Q1 2024, an estimated $38K.
  • Sunesis Advisors first reported a position in Aqua Metals in Q1 2023 and held it in 3 quarters.
  • Sunesis Advisors's Aqua Metals position peaked at $56.5K in Q3 2023.
  • 65 funds tracked by Wall St. Rank held Aqua Metals as of Q1 2024.

Based on Sunesis Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.