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WealthSource Partners’s TOP Ships TOPS Stock Holding History

WealthSource Partners’s Portfolio TOPS Stock Details TOPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6
Closed -$5K – 390
2020
Q2 		$5K Buy
+6
New +$6.97K ﹤0.01% 346

Other funds holding TOPS

Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
PIA
Powell Investment Advisors Miami, Florida $290M AUM 21.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthSource Partners's TOPS Position: Q3 2020 in Review

WealthSource Partners sold out of TOP Ships (TOPS) in Q3 2020, closing a stake of 6 shares — an estimated $5K sold.

WealthSource Partners first reported a position in TOPS in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 6 funds tracked by Wall St. Rank hold TOPS as of Q3 2020.

  • WealthSource Partners reported no remaining TOP Ships position as of Q3 2020 after selling out during the quarter.
  • WealthSource Partners sold 6 TOP Ships shares in Q3 2020, an estimated $5K.
  • WealthSource Partners first reported a position in TOP Ships in Q2 2020 and held it in 1 quarter.
  • WealthSource Partners's TOP Ships position peaked at $5K in Q2 2020.
  • 6 funds tracked by Wall St. Rank held TOP Ships as of Q3 2020.

Based on WealthSource Partners's 13F filing for Q3 2020, filed 16 Nov 2020.