Advertisement
Screener

Garden State Investment Advisory Services LLC Historic Quarter Change: Foreign Stocks, Reduced

Garden State Investment Advisory Services LLC historic quarter change: Foreign Stocks, Reduced

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Garden State Investment Advisory Services LLC opened 16 positions, added to 12, reduced 9 and sold out of 19.

  • Q1 2026: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 4,446.
  • Q1 2025: Stock API; Country of operation —; Class ADS; Shares before 114,931.
  • Q4 2024: Stock NIO; Country of operation China; Class SPON ADS; Shares before 56,037.
  • Q4 2024: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 2,133.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1965351), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-12-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026TSM
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS4,4463,915-531$1,354,418$1,326,927-$27,4912026-05-14
Q1 2025API
AGORA INC
ADS114,931106,916-8,015$478,113$429,802-$48,3112025-05-15
Q4 2024NIO
NIO INC
ChinaSPON ADS56,03714,900-41,137$374,327$64,964-$309,3632025-02-13
Q4 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS2,1332,098-35$371,799$414,427+$42,6282025-02-13
Q3 2024NVO
NOVO-NORDISK A S
ADR2,2732,143-130$324,824$255,493-$69,3312024-12-10
Q2 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS2,0902,089-1$285,824$364,427+$78,6032024-08-13
Q2 2024NVO
NOVO-NORDISK A S
ADR2,4522,273-179$313,753$324,824+$11,0712024-08-13
Q1 2024NIO
NIO INC
ChinaSPON ADS224,90772,257-152,650$2,039,913$326,480-$1,713,4332024-05-14
Q1 2024GOTU
GAOTU TECHEDU INC
SPONSORED ADS293,282139,373-153,909$1,061,681$912,893-$148,7882024-05-14

Similar Firms

Firm NameCountry13F ValueHoldings
AM INVESTMENT STRATEGIES LLCUnited States$0.455B111
Aries Wealth ManagementUnited States$0.455B234
WEST MICHIGAN ADVISORS, LLCUnited States$0.455B298
Twelve Points Wealth Management LLCUnited States$0.455B200
Herold Advisors, Inc.United States$0.455B263
Adams Wealth ManagementUnited States$0.455B145
ENTRUST GLOBAL PARTNERS L L CUnited States$0.456B6
FWL INVESTMENT MANAGEMENT, LLCUnited States$0.456B346
Halter Ferguson Financial Inc.United States$0.456B38
LANDAAS & CO /WI /ADVUnited States$0.456B130