HBK Sorce Advisory
III icon

HBK Sorce Advisory’s Information Services Group III Stock Holding History

HBK Sorce Advisory’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
2021
Q2 		– Sell
-116,898
Closed -$514K – 597
2021
Q1 		$514K Buy
+116,898
New +$449K 0.03% 296

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Crestwood Advisors Group
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JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HBK Sorce Advisory's III Position: Q2 2021 in Review

HBK Sorce Advisory sold out of Information Services Group (III) in Q2 2021, closing a stake of 116,898 shares — an estimated $514K sold.

HBK Sorce Advisory first reported a position in III in Q1 2021 and held it in 1 quarter. The position peaked at $514K in Q1 2021. 102 funds tracked by Wall St. Rank hold III as of Q2 2021.

  • HBK Sorce Advisory reported no remaining Information Services Group position as of Q2 2021 after selling out during the quarter.
  • HBK Sorce Advisory sold 116,898 Information Services Group shares in Q2 2021, an estimated $514K.
  • HBK Sorce Advisory first reported a position in Information Services Group in Q1 2021 and held it in 1 quarter.
  • HBK Sorce Advisory's Information Services Group position peaked at $514K in Q1 2021.
  • 102 funds tracked by Wall St. Rank held Information Services Group as of Q2 2021.

Based on HBK Sorce Advisory's 13F filing for Q2 2021, filed 12 Aug 2021.