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Tradition Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

Tradition Wealth Management’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,800
Closed -$7K – 619
2023
Q4 		$7K Buy
6,800
+3,500
+106% +$5.1K ﹤0.01% 1060
2023
Q3 		$7K Buy
+3,300
New +$9.88K ﹤0.01% 1086

Other funds holding EOSE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Tradition Wealth Management's EOSE Position: Q1 2024 in Review

Tradition Wealth Management sold out of Eos Energy Enterprises (EOSE) in Q1 2024, closing a stake of 6,800 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in EOSE in Q3 2023 and held it in 2 quarters. The position peaked at $7K in Q4 2023. 133 funds tracked by Wall St. Rank hold EOSE as of Q1 2024.

  • Tradition Wealth Management reported no remaining Eos Energy Enterprises position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 6,800 Eos Energy Enterprises shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in Eos Energy Enterprises in Q3 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Eos Energy Enterprises position peaked at $7K in Q4 2023.
  • 133 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.