Winch Advisory Services’s SentinelOne S Stock Holding History

Winch Advisory Services’s Portfolio S Stock Details S Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-90	Closed	-$1.58K	–	516
2025 Q3	$1.58K	Hold	90	–	–	﹤0.01%	439
2025 Q2	$1.65K	Hold	90	–	–	﹤0.01%	427
2025 Q1	$1.64K	Hold	90	–	–	﹤0.01%	425
2024 Q4	$2K	Hold	90	–	–	﹤0.01%	440
2024 Q3	$2.15K	Hold	90	–	–	﹤0.01%	372
2024 Q2	$1.9K	Hold	90	–	–	﹤0.01%	377
2024 Q1	$2.1K	Hold	90	–	–	﹤0.01%	369
2023 Q4	$2.47K	Hold	90	–	–	﹤0.01%	350
2023 Q3	$2K	Hold	90	–	–	﹤0.01%	368
2023 Q2	$1K	Hold	90	–	–	﹤0.01%	405
2023 Q1	$1K	Hold	90	–	–	﹤0.01%	399
2022 Q4	$1K	Hold	90	–	–	﹤0.01%	387
2022 Q3	$2K	Hold	90	–	–	﹤0.01%	332
2022 Q2	$2K	Sell	90 -847	-90%	-$23.8K	﹤0.01%	355
2022 Q1	$36K	Buy	937 +743	+383%	+$30.4K	0.01%	155
2021 Q4	$10K	Buy	+194	New	+$11.4K	﹤0.01%	264

Other funds holding S

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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