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Dynamic Advisor Solutions’s Information Services Group III Stock Holding History

Dynamic Advisor Solutions’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-43,580
Closed -$128K – 959
2024
Q2 		$128K Buy
43,580
+19,960
+85% +$67.1K ﹤0.01% 903
2024
Q1 		$95.4K Buy
+23,620
New +$102K ﹤0.01% 904
2023
Q4 		– Sell
-11,200
Closed -$49.1K – 916
2023
Q3 		$49.1K Hold
11,200
– – ﹤0.01% 826
2023
Q2 		$60K Buy
+11,200
New +$58K ﹤0.01% 785

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Dynamic Advisor Solutions's III Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Information Services Group (III) in Q3 2024, closing a stake of 43,580 shares — an estimated $128K sold.

Dynamic Advisor Solutions first reported a position in III in Q2 2023 and held it in 4 quarters. The position peaked at $128K in Q2 2024. 100 funds tracked by Wall St. Rank hold III as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining Information Services Group position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 43,580 Information Services Group shares in Q3 2024, an estimated $128K.
  • Dynamic Advisor Solutions first reported a position in Information Services Group in Q2 2023 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Information Services Group position peaked at $128K in Q2 2024.
  • 100 funds tracked by Wall St. Rank held Information Services Group as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.