WJWM
MAPS

Williams Jones Wealth Management’s WM TECHNOLOGY INC A MAPS Stock Holding History

Williams Jones Wealth Management’s Portfolio MAPS Stock Details MAPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-489,291
Closed -$3.83M – 599
2022
Q1 		$3.83M Buy
489,291
+86,978
+22% +$494K 0.05% 155
2021
Q4 		$2.41M Sell
402,313
-127,881
-24% -$1.25M 0.03% 186
2021
Q3 		$7.69M Sell
530,194
-56,564
-10% -$818K 0.11% 113
2021
Q2 		$10.5M Buy
586,758
+2,285
+0.4% +$39.7K 0.15% 96
2021
Q1 		$10.7M Buy
584,473
+486,476
+496% +$10.2M 0.17% 90
2020
Q4 		$1.25M Buy
+97,997
New +$1.06M 0.02% 211

Other funds holding MAPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Williams Jones Wealth Management's MAPS Position: Q2 2022 in Review

Williams Jones Wealth Management sold out of WM TECHNOLOGY INC A (MAPS) in Q2 2022, closing a stake of 489,291 shares — an estimated $3.83M sold.

Williams Jones Wealth Management first reported a position in MAPS in Q4 2020 and held it in 6 quarters. The position peaked at $10.7M in Q1 2021. 102 funds tracked by Wall St. Rank hold MAPS as of Q2 2022.

  • Williams Jones Wealth Management reported no remaining WM TECHNOLOGY INC A position as of Q2 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 489,291 WM TECHNOLOGY INC A shares in Q2 2022, an estimated $3.83M.
  • Williams Jones Wealth Management first reported a position in WM TECHNOLOGY INC A in Q4 2020 and held it in 6 quarters.
  • Williams Jones Wealth Management's WM TECHNOLOGY INC A position peaked at $10.7M in Q1 2021.
  • 102 funds tracked by Wall St. Rank held WM TECHNOLOGY INC A as of Q2 2022.

Based on Williams Jones Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.