Wolverine Asset Management
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Wolverine Asset Management’s SOAR AI, Inc. SOAR Stock Holding History

Wolverine Asset Management’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,000
Closed -$5.1M – 1986
2023
Q3 		$5.1M Sell
19,000
-653
-3% -$174K 0.06% 313
2023
Q2 		$5.19M Sell
19,653
-8,687
-31% -$2.27M 0.06% 287
2023
Q1 		$7.39M Sell
28,340
-448
-2% -$115K 0.09% 254
2022
Q4 		$7.32M Buy
28,788
+1,568
+6% +$394K 0.08% 271
2022
Q3 		$6.81M Sell
27,220
-1,105
-4% -$275K 0.07% 265
2022
Q2 		$7M Buy
28,325
+13,807
+95% +$3.42M 0.07% 267
2022
Q1 		$3.59M Buy
+14,518
New +$3.58M 0.04% 370

Other funds holding SOAR

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Boston Financial Management
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wolverine Asset Management's SOAR Position: Q4 2023 in Review

Wolverine Asset Management sold out of SOAR AI, Inc. (SOAR) in Q4 2023, closing a stake of 19,000 shares — an estimated $5.1M sold.

Wolverine Asset Management first reported a position in SOAR in Q1 2022 and held it in 7 quarters. The position peaked at $7.39M in Q1 2023. 11 funds tracked by Wall St. Rank hold SOAR as of Q4 2023.

  • Wolverine Asset Management reported no remaining SOAR AI, Inc. position as of Q4 2023 after selling out during the quarter.
  • Wolverine Asset Management sold 19,000 SOAR AI, Inc. shares in Q4 2023, an estimated $5.1M.
  • Wolverine Asset Management first reported a position in SOAR AI, Inc. in Q1 2022 and held it in 7 quarters.
  • Wolverine Asset Management's SOAR AI, Inc. position peaked at $7.39M in Q1 2023.
  • 11 funds tracked by Wall St. Rank held SOAR AI, Inc. as of Q4 2023.

Based on Wolverine Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.