Toth Financial Advisory’s Ericsson ERIC Stock Holding History

Toth Financial Advisory’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
2026 Q2	–	Sell	-7	Closed	-$79	–	911
2026 Q1	$79	Hold	7	–	–	﹤0.01%	909
2025 Q4	$68	Buy	+7	New	+$66	﹤0.01%	909
2022 Q1	–	Sell	-1,100	Closed	-$12K	–	737
2021 Q4	$12K	Buy	+1,100	New	+$12K	﹤0.01%	473
2020 Q1	–	Sell	-1,000	Closed	-$9K	–	471
2019 Q4	$9K	Buy	+1,000	New	+$8.85K	﹤0.01%	312

Other funds holding ERIC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return