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Wealth Alliance’s Ericsson ERIC Stock Holding History

Wealth Alliance’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
Q2 		– Sell
-50,411
Closed -$461K – 460
2022
Q1 		$461K Sell
50,411
-9,562
-16% -$99.6K 0.09% 233
2021
Q4 		$652K Buy
59,973
+1,090
+2% +$11.9K 0.13% 175
2021
Q3 		$659K Buy
58,883
+3,446
+6% +$40.7K 0.15% 156
2021
Q2 		$697K Sell
55,437
-7,164
-11% -$95.9K 0.16% 142
2021
Q1 		$826K Sell
62,601
-2,267
-3% -$28.9K 0.23% 107
2020
Q4 		$775K Buy
64,868
+5,076
+8% +$59.5K 0.23% 113
2020
Q3 		$651K Sell
59,792
-822
-1% -$9.08K 0.23% 110
2020
Q2 		$564K Buy
60,614
+30,926
+104% +$268K 0.22% 118
2020
Q1 		$240K Buy
+29,688
New +$243K 0.13% 193

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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Wealth Alliance's ERIC Position: Q2 2022 in Review

Wealth Alliance sold out of Ericsson (ERIC) in Q2 2022, closing a stake of 50,411 shares — an estimated $461K sold.

Wealth Alliance first reported a position in ERIC in Q1 2020 and held it in 9 quarters. The position peaked at $826K in Q1 2021. 316 funds tracked by Wall St. Rank hold ERIC as of Q2 2022.

  • Wealth Alliance reported no remaining Ericsson position as of Q2 2022 after selling out during the quarter.
  • Wealth Alliance sold 50,411 Ericsson shares in Q2 2022, an estimated $461K.
  • Wealth Alliance first reported a position in Ericsson in Q1 2020 and held it in 9 quarters.
  • Wealth Alliance's Ericsson position peaked at $826K in Q1 2021.
  • 316 funds tracked by Wall St. Rank held Ericsson as of Q2 2022.

Based on Wealth Alliance's 13F filing for Q2 2022, filed 15 Aug 2022.