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Toth Financial Advisory’s Reservoir Media RSVR Stock Holding History

Toth Financial Advisory’s Portfolio RSVR Stock Details RSVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-75
Closed – – 787
2022
Q2 		$0 Hold
75
– – ﹤0.01% 762
2022
Q1 		$1K Buy
+75
New +$562 ﹤0.01% 683

Other funds holding RSVR

RHI
Richmond Hill Investments New York $192M AUM 4.11% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Toth Financial Advisory's RSVR Position: Q3 2022 in Review

Toth Financial Advisory sold out of Reservoir Media (RSVR) in Q3 2022, closing a stake of 75 shares.

Toth Financial Advisory first reported a position in RSVR in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 48 funds tracked by Wall St. Rank hold RSVR as of Q3 2022.

  • Toth Financial Advisory reported no remaining Reservoir Media position as of Q3 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 75 Reservoir Media shares in Q3 2022.
  • Toth Financial Advisory first reported a position in Reservoir Media in Q1 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Reservoir Media position peaked at $1K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Reservoir Media as of Q3 2022.

Based on Toth Financial Advisory's 13F filing for Q3 2022, filed 14 Oct 2022.