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Westmount Partners’s SOBR Safe SOBR Stock Holding History

Westmount Partners’s Portfolio SOBR Stock Details SOBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-27
Closed -$1.73K – 230
2024
Q3 		$1.73K Hold
27
– – ﹤0.01% 228
2024
Q2 		$4.45K Hold
27
– – ﹤0.01% 218
2024
Q1 		$12.2K Hold
27
– – ﹤0.01% 211
2023
Q4 		$13.4K Hold
27
– – 0.01% 199
2023
Q3 		$32.6K Hold
27
– – 0.01% 188
2023
Q2 		$50.4K Hold
27
– – 0.02% 181
2023
Q1 		$65.8K Buy
+27
New +$53.3K 0.03% 178

Other funds holding SOBR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

Westmount Partners's SOBR Position: Q4 2024 in Review

Westmount Partners sold out of SOBR Safe (SOBR) in Q4 2024, closing a stake of 27 shares — an estimated $1.73K sold.

Westmount Partners first reported a position in SOBR in Q1 2023 and held it in 7 quarters. The position peaked at $65.8K in Q1 2023. 7 funds tracked by Wall St. Rank hold SOBR as of Q4 2024.

  • Westmount Partners reported no remaining SOBR Safe position as of Q4 2024 after selling out during the quarter.
  • Westmount Partners sold 27 SOBR Safe shares in Q4 2024, an estimated $1.73K.
  • Westmount Partners first reported a position in SOBR Safe in Q1 2023 and held it in 7 quarters.
  • Westmount Partners's SOBR Safe position peaked at $65.8K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held SOBR Safe as of Q4 2024.

Based on Westmount Partners's 13F filing for Q4 2024, filed 13 Jan 2025.