American Portfolios Advisors’s IES Holdings IESC Stock Holding History

American Portfolios Advisors’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$17.9K	Hold	647	–	–	﹤0.01%	2245
2022 Q2	$19.5K	Hold	647	–	–	﹤0.01%	2245
2022 Q1	$26K	Hold	647	–	–	﹤0.01%	2230
2021 Q4	$32.8K	Hold	647	–	–	﹤0.01%	2089
2021 Q3	$29.6K	Hold	647	–	–	﹤0.01%	2073
2021 Q2	$33.2K	Hold	647	–	–	﹤0.01%	1948
2021 Q1	$32.6K	Hold	647	–	–	﹤0.01%	1807
2020 Q4	$29.8K	Hold	647	–	–	﹤0.01%	1635
2020 Q3	$20.6K	Hold	647	–	–	﹤0.01%	1690
2020 Q2	$15K	Hold	647	–	–	﹤0.01%	1768
2020 Q1	$11.4K	Hold	647	–	–	﹤0.01%	1752
2019 Q4	$16.6K	Hold	647	–	–	﹤0.01%	1798
2019 Q3	$13.3K	Hold	647	–	–	﹤0.01%	1825
2019 Q2	$12.2K	Hold	647	–	–	﹤0.01%	1841
2019 Q1	$11.5K	Hold	647	–	–	﹤0.01%	1780
2018 Q4	$10.1K	Hold	647	–	–	﹤0.01%	1625
2018 Q3	$12.6K	Hold	647	–	–	﹤0.01%	1657
2018 Q2	$10.8K	Buy	+647	New	+$11.1K	﹤0.01%	1692

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

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

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

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's IESC Position: Q3 2022 in Review

American Portfolios Advisors held its IES Holdings (IESC) position steady in Q3 2022 at 647 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

American Portfolios Advisors first reported a position in IESC in Q2 2018 and has held it in 18 quarters since. The position peaked at $33.2K in Q2 2021. 79 funds tracked by Wall St. Rank hold IESC as of Q3 2022.

American Portfolios Advisors held 647 shares of IES Holdings worth $17.9K as of Q3 2022.
American Portfolios Advisors left its IES Holdings share count unchanged in Q3 2022.
IES Holdings made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2245 holding.
American Portfolios Advisors first reported a position in IES Holdings in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's IES Holdings position peaked at $33.2K in Q2 2021.
79 funds tracked by Wall St. Rank held IES Holdings as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.