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SWM Advisors’s electroCore ECOR Stock Holding History

SWM Advisors’s Portfolio ECOR Stock Details ECOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$23K Hold
3,846
– – 0.02% 24
2022
Q2 		$29K Hold
3,846
– – 0.03% 25
2022
Q1 		$34K Hold
3,846
– – 0.03% 31
2021
Q4 		$38K Buy
+3,846
New +$48.8K 0.03% 31

Other funds holding ECOR

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

SWM Advisors's ECOR Position: Q3 2022 in Review

SWM Advisors held its electroCore (ECOR) position steady in Q3 2022 at 3,846 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #24.

SWM Advisors first reported a position in ECOR in Q4 2021 and has held it in 4 quarters since. The position peaked at $38K in Q4 2021. 39 funds tracked by Wall St. Rank hold ECOR as of Q3 2022.

  • SWM Advisors held 3,846 shares of electroCore worth $23K as of Q3 2022.
  • SWM Advisors left its electroCore share count unchanged in Q3 2022.
  • electroCore made up 0.02% of SWM Advisors's portfolio in Q3 2022, its #24 holding.
  • SWM Advisors first reported a position in electroCore in Q4 2021 and has held it in 4 quarters since.
  • SWM Advisors's electroCore position peaked at $38K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held electroCore as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.