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WR Wealth Planners’s Ericsson ERIC Stock Holding History

WR Wealth Planners’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$14.5K Hold
1,800
– – ﹤0.01% 535
2024
Q3 		$13.6K Hold
1,800
– – ﹤0.01% 579
2024
Q2 		$11.1K Hold
1,800
– – ﹤0.01% 569
2024
Q1 		$9.92K Buy
+1,800
New +$10.1K ﹤0.01% 602
2023
Q4 		– Sell
-3,300
Closed -$16K – 399
2023
Q3 		$16K Hold
3,300
– – 0.01% 462
2023
Q2 		$18K Hold
3,300
– – 0.01% 451
2023
Q1 		$19.3K Buy
+3,300
New +$18.8K 0.01% 438

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

WR Wealth Planners's ERIC Position: Q4 2024 in Review

WR Wealth Planners held its Ericsson (ERIC) position steady in Q4 2024 at 1,800 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

WR Wealth Planners first reported a position in ERIC in Q1 2023 and has held it in 7 quarters since. The position peaked at $19.3K in Q1 2023. 318 funds tracked by Wall St. Rank hold ERIC as of Q4 2024.

  • WR Wealth Planners held 1,800 shares of Ericsson worth $14.5K as of Q4 2024.
  • WR Wealth Planners left its Ericsson share count unchanged in Q4 2024.
  • Ericsson made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #535 holding.
  • WR Wealth Planners first reported a position in Ericsson in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Ericsson position peaked at $19.3K in Q1 2023.
  • 318 funds tracked by Wall St. Rank held Ericsson as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.