CAPTRUST Financial Advisors
ITIC

CAPTRUST Financial Advisors’s Investors Title Co ITIC Stock Holding History

CAPTRUST Financial Advisors’s Portfolio ITIC Stock Details ITIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-316
Closed -$50K – 3053
2022
Q2 		$50K Hold
316
– – ﹤0.01% 2758
2022
Q1 		$64K Hold
316
– – ﹤0.01% 2606
2021
Q4 		$62K Hold
316
– – ﹤0.01% 2509
2021
Q3 		$58K Buy
+316
New +$56.9K ﹤0.01% 2480

Other funds holding ITIC

MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAPTRUST Financial Advisors's ITIC Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Investors Title Co (ITIC) in Q3 2022, closing a stake of 316 shares — an estimated $50K sold.

CAPTRUST Financial Advisors first reported a position in ITIC in Q3 2021 and held it in 4 quarters. The position peaked at $64K in Q1 2022. 65 funds tracked by Wall St. Rank hold ITIC as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Investors Title Co position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 316 Investors Title Co shares in Q3 2022, an estimated $50K.
  • CAPTRUST Financial Advisors first reported a position in Investors Title Co in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Investors Title Co position peaked at $64K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Investors Title Co as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.