Stoker Ostler Wealth Advisors, Inc. — 13F Holdings

2009 Q2  ·  2 Positions

2009 Q2 Portfolio Activity

In 2009 Q2, Stoker Ostler Wealth Advisors, Inc. maintained a portfolio of 2 distinct positions. They heavily accumulated shares in m8a00JN/AMX547aU35Wea22JGh6cZT, increasing the position by 13575.0%. Conversely, Stoker Ostler Wealth Advisors, Inc. completely exited their position in m8a00JN/AMX547aU35Wea22JGh6cZT.
Position History hover any row below to update
Loading…
Stoker Ostler Wealth Advisors, Inc. Scottsdale, AZ RIA AUM $0M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
2
Quarter
2009 Q2
Top Holding
N/A (86.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
N/A
gcK52fIQ4X7yrzO...
—
Unknown 86.67% 86.67% #1
Prev: #1
7.0
—
no change no change
P
S
4 $52 — 13F Filing 2009-06-30 2009-08-14 (Est.)
N/A
m8a00JN/AMX547a...
—
Unknown 13.33% 13.33% #2
Prev: #2
6.5
—
no change no change
P
S
547 $8 — 13F Filing 2009-06-30 2009-08-14 (Est.)
Showing 1-2 of 2 holdings

Unlock Full Stoker Ostler Wealth Advisors, Inc. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →