TAM
SOS

Tucker Asset Management’s SOS Limited SOS Stock Holding History

Tucker Asset Management’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Hold
0
– -$4 – 1533
2023
Q2 		– Hold
0
– – – 1158
2023
Q1 		– Hold
0
– – – 1179
2022
Q4 		– Hold
0
– – – 838
2022
Q3 		– Hold
0
– – – 867

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Northern Trust
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VA
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Morgan Stanley
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return