TWM
SI

Tradition Wealth Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Tradition Wealth Management’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-65
Closed -$6K – 1259
2023
Q4 		$6K Hold
65
– – ﹤0.01% 1134
2023
Q3 		$5K Sell
65
-26
-29% -$2K ﹤0.01% 1206
2023
Q2 		$8K Buy
91
+51
+128% +$4.48K ﹤0.01% 1112
2023
Q1 		$3K Hold
40
– – ﹤0.01% 1280
2022
Q4 		$3K Buy
+40
New +$3K ﹤0.01% 1146
2022
Q2 		– Sell
-40
Closed -$3K – 1171
2022
Q1 		$3K Hold
40
– – ﹤0.01% 1137
2021
Q4 		$3K Hold
40
– – ﹤0.01% 1164
2021
Q3 		$3K Hold
40
– – ﹤0.01% 1145
2021
Q2 		$3K Buy
+40
New +$3K ﹤0.01% 1159
2021
Q1 		– Sell
-40
Closed -$3K – 1117
2020
Q4 		$3K Buy
+40
New +$3K ﹤0.01% 924

Other funds holding SI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

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

Tradition Wealth Management sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2024, closing a stake of 65 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in SI in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q2 2023. 44 funds tracked by Wall St. Rank hold SI as of Q1 2024.

  • Tradition Wealth Management reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 65 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2024, an estimated $6K.
  • Tradition Wealth Management first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2020 and held it in 10 quarters.
  • Tradition Wealth Management's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $8K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2024.

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