HNWAG
ITIC

High Net Worth Advisory Group’s Investors Title Co ITIC Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-313
Closed -$46.2K – 381
2022
Q4 		$46.2K Sell
313
-5
-2% -$726 0.02% 341
2022
Q3 		$45K Hold
318
– – 0.02% 349
2022
Q2 		$50K Hold
318
– – 0.02% 323
2022
Q1 		$65K Hold
318
– – 0.02% 308
2021
Q4 		$63K Buy
+318
New +$66K 0.02% 319

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Net Worth Advisory Group's ITIC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Investors Title Co (ITIC) in Q1 2023, closing a stake of 313 shares — an estimated $46.2K sold.

High Net Worth Advisory Group first reported a position in ITIC in Q4 2021 and held it in 5 quarters. The position peaked at $65K in Q1 2022. 64 funds tracked by Wall St. Rank hold ITIC as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Investors Title Co position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 313 Investors Title Co shares in Q1 2023, an estimated $46.2K.
  • High Net Worth Advisory Group first reported a position in Investors Title Co in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Investors Title Co position peaked at $65K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.