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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's ERIC Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Ericsson (ERIC) in Q2 2021, closing a stake of 10,090 shares — an estimated $133K sold.

Wealthstreet Investment Advisors first reported a position in ERIC in Q4 2017 and held it in 14 quarters. The position peaked at $133K in Q1 2021. 380 funds tracked by Wall St. Rank hold ERIC as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Ericsson position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 10,090 Ericsson shares in Q2 2021, an estimated $133K.
Wealthstreet Investment Advisors first reported a position in Ericsson in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Ericsson position peaked at $133K in Q1 2021.
380 funds tracked by Wall St. Rank held Ericsson as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.