AWM
IDN icon

Accurate Wealth Management’s Intellicheck IDN Stock Holding History

Accurate Wealth Management’s Portfolio IDN Stock Details IDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-710
Closed -$1.62K – 792
2022
Q4 		$1.62K Buy
+710
New +$1.54K ﹤0.01% 1250

Other funds holding IDN

BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

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

Accurate Wealth Management sold out of Intellicheck (IDN) in Q1 2023, closing a stake of 710 shares — an estimated $1.62K sold.

Accurate Wealth Management first reported a position in IDN in Q4 2022 and held it in 1 quarter. The position peaked at $1.62K in Q4 2022. 41 funds tracked by Wall St. Rank hold IDN as of Q1 2023.

  • Accurate Wealth Management reported no remaining Intellicheck position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 710 Intellicheck shares in Q1 2023, an estimated $1.62K.
  • Accurate Wealth Management first reported a position in Intellicheck in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Intellicheck position peaked at $1.62K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held Intellicheck as of Q1 2023.

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