Williams Jones Wealth Management’s Aqua Metals AQMS Stock Holding History

Williams Jones Wealth Management’s Portfolio AQMS Stock Details AQMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-145	Closed	-$5.42K	–	502
2024 Q3	$5.42K	Hold	145	–	–	﹤0.01%	534
2024 Q2	$9.28K	Hold	145	–	–	﹤0.01%	512
2024 Q1	$15.6K	Hold	145	–	–	﹤0.01%	537
2023 Q4	$22K	Hold	145	–	–	﹤0.01%	531
2023 Q3	$32.8K	Hold	145	–	–	﹤0.01%	535
2023 Q2	$33.9K	Hold	145	–	–	﹤0.01%	515
2023 Q1	$29K	Hold	145	–	–	﹤0.01%	550
2022 Q4	$36.3K	Hold	145	–	–	﹤0.01%	545
2022 Q3	$22K	Hold	145	–	–	﹤0.01%	560
2022 Q2	$23K	Hold	145	–	–	﹤0.01%	559
2022 Q1	$44K	Hold	145	–	–	﹤0.01%	514
2021 Q4	$36K	Hold	145	–	–	﹤0.01%	486
2021 Q3	$60K	Hold	145	–	–	﹤0.01%	472
2021 Q2	$87K	Buy	145 +25	+21%	+$15.2K	﹤0.01%	478
2021 Q1	$97K	Sell	120 -105	-47%	-$102K	﹤0.01%	469
2020 Q4	$135K	Hold	225	–	–	﹤0.01%	448
2020 Q3	$41K	Buy	225 +125	+125%	+$25.9K	﹤0.01%	426
2020 Q2	$28K	Buy	+100	New	+$15.6K	﹤0.01%	410

Other funds holding AQMS

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Williams Jones Wealth Management's AQMS Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Aqua Metals (AQMS) in Q4 2024, closing a stake of 145 shares — an estimated $5.42K sold.

Williams Jones Wealth Management first reported a position in AQMS in Q2 2020 and held it in 18 quarters. The position peaked at $135K in Q4 2020. 30 funds tracked by Wall St. Rank hold AQMS as of Q4 2024.

Williams Jones Wealth Management reported no remaining Aqua Metals position as of Q4 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 145 Aqua Metals shares in Q4 2024, an estimated $5.42K.
Williams Jones Wealth Management first reported a position in Aqua Metals in Q2 2020 and held it in 18 quarters.
Williams Jones Wealth Management's Aqua Metals position peaked at $135K in Q4 2020.
30 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.