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Arkadios Wealth Advisors’s IMAX IMAX Stock Holding History

Arkadios Wealth Advisors’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-84
Closed -$1K – 1155
2021
Q3 		$1K Sell
84
-540
-87% -$8.96K ﹤0.01% 1812
2021
Q2 		$13K Buy
+624
New +$13.4K ﹤0.01% 1453

Other funds holding IMAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arkadios Wealth Advisors's IMAX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of IMAX (IMAX) in Q4 2021, closing a stake of 84 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in IMAX in Q2 2021 and held it in 2 quarters. The position peaked at $13K in Q2 2021. 150 funds tracked by Wall St. Rank hold IMAX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining IMAX position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 84 IMAX shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in IMAX in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's IMAX position peaked at $13K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held IMAX as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.