AWM
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Accurate Wealth Management’s Ichor Holdings ICHR Stock Holding History

Accurate Wealth Management’s Portfolio ICHR Stock Details ICHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$297 – 790
2022
Q4 		$297 Buy
+10
New +$267 ﹤0.01% 1553

Other funds holding ICHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Accurate Wealth Management's ICHR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Ichor Holdings (ICHR) in Q1 2023, closing a stake of 10 shares — an estimated $297 sold.

Accurate Wealth Management first reported a position in ICHR in Q4 2022 and held it in 1 quarter. The position peaked at $297 in Q4 2022. 162 funds tracked by Wall St. Rank hold ICHR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Ichor Holdings position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 Ichor Holdings shares in Q1 2023, an estimated $297.
  • Accurate Wealth Management first reported a position in Ichor Holdings in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Ichor Holdings position peaked at $297 in Q4 2022.
  • 162 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.