CAPTRUST Financial Advisors
IHC

CAPTRUST Financial Advisors’s Independence Holding Company IHC Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q1 		– Sell
-911
Closed -$52K – 5384
2021
Q4 		$52K Hold
911
– – ﹤0.01% 2643
2021
Q3 		$45K Hold
911
– – ﹤0.01% 2655
2021
Q2 		$42K Hold
911
– – ﹤0.01% 2631
2021
Q1 		$36K Buy
+911
New +$37.1K ﹤0.01% 2652

Other funds holding IHC

CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

CAPTRUST Financial Advisors's IHC Position: Q1 2022 in Review

CAPTRUST Financial Advisors sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 911 shares — an estimated $52K sold.

CAPTRUST Financial Advisors first reported a position in IHC in Q1 2021 and held it in 4 quarters. The position peaked at $52K in Q4 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.

  • CAPTRUST Financial Advisors reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 911 Independence Holding Company shares in Q1 2022, an estimated $52K.
  • CAPTRUST Financial Advisors first reported a position in Independence Holding Company in Q1 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Independence Holding Company position peaked at $52K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.