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TrueWealth LLC’s Ericsson ERIC Stock Holding History

TrueWealth LLC’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
2020
Q2 		$0 Hold
5
– – ﹤0.01% 729
2020
Q1 		$0 Hold
5
– – ﹤0.01% 741
2019
Q4 		$0 Sell
5
-495
-99% -$4.38K ﹤0.01% 738
2019
Q3 		$4K Hold
500
– – ﹤0.01% 576
2019
Q2 		$5K Buy
+500
New +$4.84K ﹤0.01% 564

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrueWealth LLC's ERIC Position: Q2 2020 in Review

TrueWealth LLC held its Ericsson (ERIC) position steady in Q2 2020 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #729.

TrueWealth LLC first reported a position in ERIC in Q2 2019 and has held it in 5 quarters since. The position peaked at $5K in Q2 2019. 282 funds tracked by Wall St. Rank hold ERIC as of Q2 2020.

  • TrueWealth LLC held 5 shares of Ericsson worth $0 as of Q2 2020.
  • TrueWealth LLC left its Ericsson share count unchanged in Q2 2020.
  • Ericsson made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #729 holding.
  • TrueWealth LLC first reported a position in Ericsson in Q2 2019 and has held it in 5 quarters since.
  • TrueWealth LLC's Ericsson position peaked at $5K in Q2 2019.
  • 282 funds tracked by Wall St. Rank held Ericsson as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.