Wealth Management Associates, Inc. historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 30 quarters from 2018-12-31 to 2026-06-30, Wealth Management Associates, Inc. opened 1 positions, added to 2, reduced 2 and sold out of 2.
- Q1 2022: Stock NEW IRELAND FD INC; Country of operation —; Class COM; Shares before 11,930.
- Q3 2019: Stock NUVEEN MTG OPPTY TERM FD 2; Country of operation —; Class COM; Shares before 30,859.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2067339), 30 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-05-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-05-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-05-28); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-05-28); Q4 2023 (2023-09-30 to 2023-12-31, filed 2025-05-28); Q3 2023 (2023-06-30 to 2023-09-30, filed 2025-05-28); Q2 2023 (2023-03-31 to 2023-06-30, filed 2025-05-28); Q1 2023 (2022-12-31 to 2023-03-31, filed 2025-05-28); Q4 2022 (2022-09-30 to 2022-12-31, filed 2025-05-28); Q3 2022 (2022-06-30 to 2022-09-30, filed 2025-05-28); Q2 2022 (2022-03-31 to 2022-06-30, filed 2025-05-28); Q1 2022 (2021-12-31 to 2022-03-31, filed 2025-05-28); Q4 2021 (2021-09-30 to 2021-12-31, filed 2025-05-28); Q3 2021 (2021-06-30 to 2021-09-30, filed 2025-05-28); Q2 2021 (2021-03-31 to 2021-06-30, filed 2025-05-28); Q1 2021 (2020-12-31 to 2021-03-31, filed 2025-05-28); Q4 2020 (2020-09-30 to 2020-12-31, filed 2025-05-28); Q3 2020 (2020-06-30 to 2020-09-30, filed 2025-05-28); Q2 2020 (2020-03-31 to 2020-06-30, filed 2025-05-28); Q1 2020 (2019-12-31 to 2020-03-31, filed 2025-05-28); Q4 2019 (2019-09-30 to 2019-12-31, filed 2025-05-28); Q3 2019 (2019-06-30 to 2019-09-30, filed 2025-05-28); Q2 2019 (2019-03-31 to 2019-06-30, filed 2025-05-28); Q1 2019 (2018-12-31 to 2019-03-31, filed 2025-05-28). 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 2018-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sonoma Allocations LLC | United States | $0.290B | 145 |
| Raleigh Capital Management Inc. | United States | $0.290B | 775 |
| Cable Car Capital, LP | United States | $0.289B | 128 |
| Blue Water Asset Management | United States | $0.289B | 103 |
| Glass Jacobson Investment Advisors llc | United States | $0.290B | 607 |
| Windward Private Wealth Management Inc. | United States | $0.289B | 44 |
| PineBridge Investments Asia Ltd | China | $0.289B | 7 |
| Costello Asset Management, INC | United States | $0.289B | 685 |
| Powell Investment Advisors, LLC | United States | $0.290B | 174 |
| SAXON INTERESTS, INC. | United States | $0.290B | 224 |