Surevest’s SentinelOne S Stock Holding History

Surevest’s Portfolio S Stock Details S Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$13K	Hold	522	–	–	﹤0.01%	270
2022 Q2	$12K	Buy	+522	New	+$14.6K	﹤0.01%	301
2022 Q1	–	Sell	-472	Closed	-$24K	–	560
2021 Q4	$24K	Buy	+472	New	+$27.7K	0.01%	234

Other funds holding S

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Surevest's S Position: Q3 2022 in Review

Surevest held its SentinelOne (S) position steady in Q3 2022 at 522 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Surevest first reported a position in S in Q4 2021 and has held it in 3 quarters since. The position peaked at $24K in Q4 2021. 268 funds tracked by Wall St. Rank hold S as of Q3 2022.

Surevest held 522 shares of SentinelOne worth $13K as of Q3 2022.
Surevest left its SentinelOne share count unchanged in Q3 2022.
SentinelOne made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #270 holding.
Surevest first reported a position in SentinelOne in Q4 2021 and has held it in 3 quarters since.
Surevest's SentinelOne position peaked at $24K in Q4 2021.
268 funds tracked by Wall St. Rank held SentinelOne as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.