Wealth Enhancement Advisory Services
AQMS icon

Wealth Enhancement Advisory Services’s Aqua Metals AQMS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-148
Closed -$5.53K – 2958
2024
Q3 		$5.53K Hold
148
– – ﹤0.01% 2746
2024
Q2 		$9.46K Sell
148
-1
-0.7% -$92 ﹤0.01% 2518
2024
Q1 		$16K Sell
149
-50
-25% -$5.6K ﹤0.01% 2389
2023
Q4 		$30.2K Buy
199
+76
+62% +$13.5K ﹤0.01% 2234
2023
Q3 		$27.7K Buy
+123
New +$29.5K ﹤0.01% 2183

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's AQMS Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Aqua Metals (AQMS) in Q4 2024, closing a stake of 148 shares — an estimated $5.53K sold.

Wealth Enhancement Advisory Services first reported a position in AQMS in Q3 2023 and held it in 5 quarters. The position peaked at $30.2K in Q4 2023. 30 funds tracked by Wall St. Rank hold AQMS as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Aqua Metals position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 148 Aqua Metals shares in Q4 2024, an estimated $5.53K.
  • Wealth Enhancement Advisory Services first reported a position in Aqua Metals in Q3 2023 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's Aqua Metals position peaked at $30.2K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.