AWM
IMOS

Accel Wealth Management’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

Accel Wealth Management’s Portfolio IMOS Stock Details IMOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,250
Closed -$31.4K – 511
2023
Q1 		$31.4K Hold
1,250
– – 0.01% 588
2022
Q4 		$26.8K Hold
1,250
– – 0.01% 484
2022
Q3 		$24K Hold
1,250
– – 0.01% 509
2022
Q2 		$29K Buy
1,250
+100
+9% +$3.25K 0.02% 455
2022
Q1 		$41K Hold
1,150
– – 0.02% 407
2021
Q4 		$40K Buy
1,150
+100
+10% +$3.33K 0.02% 418
2021
Q3 		$36K Buy
1,050
+100
+11% +$3.88K 0.02% 382
2021
Q2 		$32K Buy
950
+750
+375% +$24.7K 0.02% 423
2021
Q1 		$6K Buy
+200
New +$5.35K ﹤0.01% 725

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accel Wealth Management's IMOS Position: Q2 2023 in Review

Accel Wealth Management sold out of ChipMOS TECHNOLOGIES (IMOS) in Q2 2023, closing a stake of 1,250 shares — an estimated $31.4K sold.

Accel Wealth Management first reported a position in IMOS in Q1 2021 and held it in 9 quarters. The position peaked at $41K in Q1 2022. 46 funds tracked by Wall St. Rank hold IMOS as of Q2 2023.

  • Accel Wealth Management reported no remaining ChipMOS TECHNOLOGIES position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,250 ChipMOS TECHNOLOGIES shares in Q2 2023, an estimated $31.4K.
  • Accel Wealth Management first reported a position in ChipMOS TECHNOLOGIES in Q1 2021 and held it in 9 quarters.
  • Accel Wealth Management's ChipMOS TECHNOLOGIES position peaked at $41K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.