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True Link Financial Advisors’s Ericsson ERIC Stock Holding History

True Link Financial Advisors’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
2022
Q1 		– Sell
-200
Closed -$2K – 168
2021
Q4 		$2K Sell
200
-600
-75% -$6.56K ﹤0.01% 725
2021
Q3 		$9K Buy
+800
New +$9.45K ﹤0.01% 628

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

True Link Financial Advisors's ERIC Position: Q1 2022 in Review

True Link Financial Advisors sold out of Ericsson (ERIC) in Q1 2022, closing a stake of 200 shares — an estimated $2K sold.

True Link Financial Advisors first reported a position in ERIC in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 345 funds tracked by Wall St. Rank hold ERIC as of Q1 2022.

  • True Link Financial Advisors reported no remaining Ericsson position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 200 Ericsson shares in Q1 2022, an estimated $2K.
  • True Link Financial Advisors first reported a position in Ericsson in Q3 2021 and held it in 2 quarters.
  • True Link Financial Advisors's Ericsson position peaked at $9K in Q3 2021.
  • 345 funds tracked by Wall St. Rank held Ericsson as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.