Wedbush Securities’s Ericsson ERIC Stock Holding History

Wedbush Securities’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
2024 Q3	–	Sell	-10,528	Closed	-$65K	–	1153
2024 Q2	$65K	Buy	+10,528	New	+$58.8K	﹤0.01%	1164
2022 Q1	–	Sell	-18,004	Closed	-$196K	–	1129
2021 Q4	$196K	Sell	18,004 -11,077	-38%	-$121K	0.01%	1061
2021 Q3	$326K	Buy	29,081 +600	+2%	+$7.09K	0.02%	825
2021 Q2	$358K	Buy	28,481 +17	+0.1%	+$228	0.02%	777
2021 Q1	$375K	Buy	28,464 +190	+0.7%	+$2.42K	0.02%	694
2020 Q4	$338K	Buy	28,274 +16,024	+131%	+$188K	0.03%	592
2020 Q3	$133K	Buy	+12,250	New	+$135K	0.01%	804
2019 Q4	–	Sell	-12,793	Closed	-$102K	–	1003
2019 Q3	$102K	Buy	12,793 +500	+4%	+$4.26K	0.01%	894
2019 Q2	$117K	Buy	12,293 +1,593	+15%	+$15.4K	0.01%	887
2019 Q1	$98K	Buy	+10,700	New	+$96.7K	0.01%	857

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Wedbush Securities's ERIC Position: Q3 2024 in Review

Wedbush Securities sold out of Ericsson (ERIC) in Q3 2024, closing a stake of 10,528 shares — an estimated $65K sold.

Wedbush Securities first reported a position in ERIC in Q1 2019 and held it in 10 quarters. The position peaked at $375K in Q1 2021. 266 funds tracked by Wall St. Rank hold ERIC as of Q3 2024.

Wedbush Securities reported no remaining Ericsson position as of Q3 2024 after selling out during the quarter.
Wedbush Securities sold 10,528 Ericsson shares in Q3 2024, an estimated $65K.
Wedbush Securities first reported a position in Ericsson in Q1 2019 and held it in 10 quarters.
Wedbush Securities's Ericsson position peaked at $375K in Q1 2021.
266 funds tracked by Wall St. Rank held Ericsson as of Q3 2024.

Based on Wedbush Securities's 13F filing for Q3 2024, filed 8 Nov 2024.