BAM
IHC

Belpointe Asset Management’s Independence Holding Company IHC Stock Holding History

Belpointe Asset 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
2021
Q3 		– Sell
-19,803
Closed -$917K – 1272
2021
Q2 		$917K Buy
19,803
+12,503
+171% +$555K 0.07% 318
2021
Q1 		$291K Buy
7,300
+1,500
+26% +$61.1K 0.02% 614
2020
Q4 		$238K Buy
+5,800
New +$231K 0.02% 642

Other funds holding IHC

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

Belpointe Asset Management's IHC Position: Q3 2021 in Review

Belpointe Asset Management sold out of Independence Holding Company (IHC) in Q3 2021, closing a stake of 19,803 shares — an estimated $917K sold.

Belpointe Asset Management first reported a position in IHC in Q4 2020 and held it in 3 quarters. The position peaked at $917K in Q2 2021. 55 funds tracked by Wall St. Rank hold IHC as of Q3 2021.

  • Belpointe Asset Management reported no remaining Independence Holding Company position as of Q3 2021 after selling out during the quarter.
  • Belpointe Asset Management sold 19,803 Independence Holding Company shares in Q3 2021, an estimated $917K.
  • Belpointe Asset Management first reported a position in Independence Holding Company in Q4 2020 and held it in 3 quarters.
  • Belpointe Asset Management's Independence Holding Company position peaked at $917K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2021.

Based on Belpointe Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.