Chapin Davis’s ICZOOM Group IZM Stock Holding History

Chapin Davis’s Portfolio IZM Stock Details IZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,500	Closed	-$21.6K	–	233
2023 Q1	$21.6K	Buy	+12,500	New	+$38.5K	0.01%	223

Other funds holding IZM

HWM

Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Chapin Davis's IZM Position: Q2 2023 in Review

Chapin Davis sold out of ICZOOM Group (IZM) in Q2 2023, closing a stake of 12,500 shares — an estimated $21.6K sold.

Chapin Davis first reported a position in IZM in Q1 2023 and held it in 1 quarter. The position peaked at $21.6K in Q1 2023. 2 funds tracked by Wall St. Rank hold IZM as of Q2 2023.

Chapin Davis reported no remaining ICZOOM Group position as of Q2 2023 after selling out during the quarter.
Chapin Davis sold 12,500 ICZOOM Group shares in Q2 2023, an estimated $21.6K.
Chapin Davis first reported a position in ICZOOM Group in Q1 2023 and held it in 1 quarter.
Chapin Davis's ICZOOM Group position peaked at $21.6K in Q1 2023.
2 funds tracked by Wall St. Rank held ICZOOM Group as of Q2 2023.

Based on Chapin Davis's 13F filing for Q2 2023, filed 30 Aug 2023.