AWM
IHC

Altium Wealth Management’s Independence Holding Company IHC Stock Holding History

Altium Wealth Management’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,205
Closed -$408K – 405
2021
Q4 		$408K Hold
7,205
– – 0.03% 285
2021
Q3 		$357K Hold
7,205
– – 0.03% 292
2021
Q2 		$334K Hold
7,205
– – 0.02% 294
2021
Q1 		$287K Hold
7,205
– – 0.02% 306
2020
Q4 		$295K Hold
7,205
– – 0.03% 286
2020
Q3 		$272K Hold
7,205
– – 0.03% 280
2020
Q2 		$220K Buy
+7,205
New +$201K 0.02% 297
2020
Q1 		– Sell
-11,186
Closed -$471K – 371
2019
Q4 		$471K Buy
+11,186
New +$449K 0.06% 172

Other funds holding IHC

CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Altium Wealth Management's IHC Position: Q1 2022 in Review

Altium Wealth Management sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 7,205 shares — an estimated $408K sold.

Altium Wealth Management first reported a position in IHC in Q4 2019 and held it in 8 quarters. The position peaked at $471K in Q4 2019. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.

  • Altium Wealth Management reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
  • Altium Wealth Management sold 7,205 Independence Holding Company shares in Q1 2022, an estimated $408K.
  • Altium Wealth Management first reported a position in Independence Holding Company in Q4 2019 and held it in 8 quarters.
  • Altium Wealth Management's Independence Holding Company position peaked at $471K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.

Based on Altium Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.