Westmount Partners’s SOBR SAFE INC 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

Westmount Partners's SOBR Position: Q4 2024 in Review

Westmount Partners sold out of SOBR SAFE INC (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 INC position as of Q4 2024 after selling out during the quarter.
Westmount Partners sold 27 SOBR SAFE INC shares in Q4 2024, an estimated $1.73K.
Westmount Partners first reported a position in SOBR SAFE INC in Q1 2023 and held it in 7 quarters.
Westmount Partners's SOBR SAFE INC position peaked at $65.8K in Q1 2023.
7 funds tracked by Wall St. Rank held SOBR SAFE INC as of Q4 2024.

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