AJ Wealth Strategies’s Ichor Holdings ICHR Stock Holding History

AJ Wealth Strategies’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 Q2	$306K	Hold	8,154	–	–	0.01%	229
2023 Q1	$267K	Hold	8,154	–	–	0.01%	242
2022 Q4	$219K	Buy	+8,154	New	+$218K	0.01%	270
2022 Q3	–	Sell	-8,154	Closed	-$212K	–	312
2022 Q2	$212K	Hold	8,154	–	–	0.01%	271
2022 Q1	$290K	Hold	8,154	–	–	0.01%	260
2021 Q4	$375K	Hold	8,154	–	–	0.02%	227
2021 Q3	$335K	Hold	8,154	–	–	0.02%	229
2021 Q2	$439K	Hold	8,154	–	–	0.03%	191
2021 Q1	$439K	Hold	8,154	–	–	0.03%	176
2020 Q4	$246K	Buy	+8,154	New	+$231K	0.02%	207
2020 Q3	–	Sell	-8,154	Closed	-$217K	–	227
2020 Q2	$217K	Buy	+8,154	New	+$186K	0.02%	185

Other funds holding ICHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AJ Wealth Strategies's ICHR Position: Q2 2023 in Review

AJ Wealth Strategies held its Ichor Holdings (ICHR) position steady in Q2 2023 at 8,154 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #229.

AJ Wealth Strategies first reported a position in ICHR in Q2 2020 and has held it in 11 quarters since. The position peaked at $439K in Q2 2021. 163 funds tracked by Wall St. Rank hold ICHR as of Q2 2023.

AJ Wealth Strategies held 8,154 shares of Ichor Holdings worth $306K as of Q2 2023.
AJ Wealth Strategies left its Ichor Holdings share count unchanged in Q2 2023.
Ichor Holdings made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #229 holding.
AJ Wealth Strategies first reported a position in Ichor Holdings in Q2 2020 and has held it in 11 quarters since.
AJ Wealth Strategies's Ichor Holdings position peaked at $439K in Q2 2021.
163 funds tracked by Wall St. Rank held Ichor Holdings as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.