Wealthstreet Investment Advisors’s Ericsson ERIC Stock Holding History

Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-10,090	Closed	-$133K	–	166
2021 Q1	$133K	Hold	10,090	–	–	0.01%	354
2020 Q4	$121K	Hold	10,090	–	–	0.01%	347
2020 Q3	$110K	Hold	10,090	–	–	0.01%	330
2020 Q2	$94K	Hold	10,090	–	–	0.01%	321
2020 Q1	$82K	Hold	10,090	–	–	0.01%	300
2019 Q4	$89K	Hold	10,090	–	–	0.01%	344
2019 Q3	$88K	Hold	10,090	–	–	0.01%	331
2019 Q2	$96K	Hold	10,090	–	–	0.01%	336
2019 Q1	$93K	Hold	10,090	–	–	0.01%	338
2018 Q4	$88K	Hold	10,090	–	–	0.01%	325
2018 Q3	$89K	Hold	10,090	–	–	0.01%	339
2018 Q2	$77K	Hold	10,090	–	–	0.01%	341
2018 Q1	$65K	Hold	10,090	–	–	0.01%	337
2017 Q4	$67K	Buy	+10,090	New	+$62.9K	0.01%	330

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return