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Westside Investment Management’s ADS-TEC Energy ADSE Stock Holding History

Westside Investment Management’s Portfolio ADSE Stock Details ADSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$270 – 839
2023
Q1 		$270 Hold
100
– – ﹤0.01% 819
2022
Q4 		$0 Hold
100
– – ﹤0.01% 798
2022
Q3 		$0 Hold
100
– – ﹤0.01% 796
2022
Q2 		$0 Buy
+100
New +$646 ﹤0.01% 792

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KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Westside Investment Management's ADSE Position: Q2 2023 in Review

Westside Investment Management sold out of ADS-TEC Energy (ADSE) in Q2 2023, closing a stake of 100 shares — an estimated $270 sold.

Westside Investment Management first reported a position in ADSE in Q2 2022 and held it in 4 quarters. The position peaked at $270 in Q1 2023. 13 funds tracked by Wall St. Rank hold ADSE as of Q2 2023.

  • Westside Investment Management reported no remaining ADS-TEC Energy position as of Q2 2023 after selling out during the quarter.
  • Westside Investment Management sold 100 ADS-TEC Energy shares in Q2 2023, an estimated $270.
  • Westside Investment Management first reported a position in ADS-TEC Energy in Q2 2022 and held it in 4 quarters.
  • Westside Investment Management's ADS-TEC Energy position peaked at $270 in Q1 2023.
  • 13 funds tracked by Wall St. Rank held ADS-TEC Energy as of Q2 2023.

Based on Westside Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.