BTI
IMOS

Blue Trust Inc’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

Blue Trust Inc’s Portfolio IMOS Stock Details IMOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,429
Closed -$246K – 2702
2024
Q3 		$246K Buy
9,429
+1,440
+18% +$34.3K ﹤0.01% 760
2024
Q2 		$251K Buy
7,989
+7,973
+49,831% +$223K ﹤0.01% 623
2024
Q1 		$503 Sell
16
-3,428
-100% -$97.5K ﹤0.01% 2009
2023
Q4 		$79K Buy
+3,444
New +$86.5K ﹤0.01% 779
2023
Q3 		– Sell
-15
Closed – – 2156
2023
Q2 		$0 Sell
15
-282
-95% -$7.07K ﹤0.01% 2273
2023
Q1 		$6K Sell
297
-268
-47% -$6.27K ﹤0.01% 1737
2022
Q4 		$10K Sell
565
-142
-20% -$2.92K ﹤0.01% 1534
2022
Q3 		$18K Buy
+707
New +$16K ﹤0.01% 1132

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Blue Trust Inc's IMOS Position: Q4 2024 in Review

Blue Trust Inc sold out of ChipMOS TECHNOLOGIES (IMOS) in Q4 2024, closing a stake of 9,429 shares — an estimated $246K sold.

Blue Trust Inc first reported a position in IMOS in Q3 2022 and held it in 8 quarters. The position peaked at $251K in Q2 2024. 50 funds tracked by Wall St. Rank hold IMOS as of Q4 2024.

  • Blue Trust Inc reported no remaining ChipMOS TECHNOLOGIES position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 9,429 ChipMOS TECHNOLOGIES shares in Q4 2024, an estimated $246K.
  • Blue Trust Inc first reported a position in ChipMOS TECHNOLOGIES in Q3 2022 and held it in 8 quarters.
  • Blue Trust Inc's ChipMOS TECHNOLOGIES position peaked at $251K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.