Arete Wealth Advisors’s Ichor Holdings ICHR Stock Holding History

Arete Wealth Advisors’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	-11,519	Closed	-$84.2K	–	686
2022 Q4	$84.2K	Buy	+11,519	New	+$307K	0.01%	586

Other funds holding ICHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arete Wealth Advisors's ICHR Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Ichor Holdings (ICHR) in Q1 2023, closing a stake of 11,519 shares — an estimated $84.2K sold.

Arete Wealth Advisors first reported a position in ICHR in Q4 2022 and held it in 1 quarter. The position peaked at $84.2K in Q4 2022. 162 funds tracked by Wall St. Rank hold ICHR as of Q1 2023.

Arete Wealth Advisors reported no remaining Ichor Holdings position as of Q1 2023 after selling out during the quarter.
Arete Wealth Advisors sold 11,519 Ichor Holdings shares in Q1 2023, an estimated $84.2K.
Arete Wealth Advisors first reported a position in Ichor Holdings in Q4 2022 and held it in 1 quarter.
Arete Wealth Advisors's Ichor Holdings position peaked at $84.2K in Q4 2022.
162 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.