Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Americold COLD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio COLD Stock Details COLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.06M	Buy	133,094 +111,027	+503%	+$1.52M	﹤0.01%	1550
2026 Q1	$253K	Buy	22,067 +194	+0.9%	+$2.43K	﹤0.01%	2938
2025 Q4	$289K	Sell	21,873 -10,175	-32%	-$125K	﹤0.01%	2954
2025 Q3	$428K	Buy	32,048 +11,055	+53%	+$165K	﹤0.01%	2488
2025 Q2	$354K	Buy	20,993 +4,406	+27%	+$79.9K	﹤0.01%	2501
2025 Q1	$356K	Buy	+16,587	New	+$361K	﹤0.01%	2309
2024 Q4	–	Sell	-27,302	Closed	-$772K	–	2982
2024 Q3	$772K	Buy	27,302 +18,062	+195%	+$516K	﹤0.01%	1551
2024 Q2	$236K	Buy	+9,240	New	+$227K	﹤0.01%	2170

Other funds holding COLD

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return