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Wealth Advisory Solutions’s Ericsson ERIC Stock Holding History

Wealth Advisory Solutions’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
Q1 		– Sell
-469,330
Closed -$4.12M – 168
2019
Q4 		$4.12M Buy
+469,330
New +$4.15M 1.09% 26

Other funds holding ERIC

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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

Wealth Advisory Solutions's ERIC Position: Q1 2020 in Review

Wealth Advisory Solutions sold out of Ericsson (ERIC) in Q1 2020, closing a stake of 469,330 shares — an estimated $4.12M sold.

Wealth Advisory Solutions first reported a position in ERIC in Q4 2019 and held it in 1 quarter. The position peaked at $4.12M in Q4 2019. 270 funds tracked by Wall St. Rank hold ERIC as of Q1 2020.

  • Wealth Advisory Solutions reported no remaining Ericsson position as of Q1 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 469,330 Ericsson shares in Q1 2020, an estimated $4.12M.
  • Wealth Advisory Solutions first reported a position in Ericsson in Q4 2019 and held it in 1 quarter.
  • Wealth Advisory Solutions's Ericsson position peaked at $4.12M in Q4 2019.
  • 270 funds tracked by Wall St. Rank held Ericsson as of Q1 2020.

Based on Wealth Advisory Solutions's 13F filing for Q1 2020, filed 18 Dec 2020.