Capstone Investment Advisors
IA

Capstone Investment Advisors’s Innovative Solutions & Support IA Stock Holding History

Capstone Investment Advisors’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,146
Closed -$79K – 1812
2020
Q4 		$79K Buy
+12,146
New +$80.5K ﹤0.01% 1586

Other funds holding IA

WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
OMC
Overbrook Management Corp New York $663M AUM 35.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Capstone Investment Advisors's IA Position: Q1 2021 in Review

Capstone Investment Advisors sold out of Innovative Solutions & Support (IA) in Q1 2021, closing a stake of 12,146 shares — an estimated $79K sold.

Capstone Investment Advisors first reported a position in IA in Q4 2020 and held it in 1 quarter. The position peaked at $79K in Q4 2020. 27 funds tracked by Wall St. Rank hold IA as of Q1 2021.

  • Capstone Investment Advisors reported no remaining Innovative Solutions & Support position as of Q1 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 12,146 Innovative Solutions & Support shares in Q1 2021, an estimated $79K.
  • Capstone Investment Advisors first reported a position in Innovative Solutions & Support in Q4 2020 and held it in 1 quarter.
  • Capstone Investment Advisors's Innovative Solutions & Support position peaked at $79K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q1 2021.

Based on Capstone Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.