IWA
CABO icon

Icon Wealth Advisors’s Cable One CABO Stock Holding History

Icon Wealth Advisors’s Portfolio CABO Stock Details CABO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-198
Closed -$169K – 342
2022
Q3 		$169K Buy
+198
New +$244K 0.02% 317

Other funds holding CABO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return

Icon Wealth Advisors's CABO Position: Q4 2022 in Review

Icon Wealth Advisors sold out of Cable One (CABO) in Q4 2022, closing a stake of 198 shares — an estimated $169K sold.

Icon Wealth Advisors first reported a position in CABO in Q3 2022 and held it in 1 quarter. The position peaked at $169K in Q3 2022. 355 funds tracked by Wall St. Rank hold CABO as of Q4 2022.

  • Icon Wealth Advisors reported no remaining Cable One position as of Q4 2022 after selling out during the quarter.
  • Icon Wealth Advisors sold 198 Cable One shares in Q4 2022, an estimated $169K.
  • Icon Wealth Advisors first reported a position in Cable One in Q3 2022 and held it in 1 quarter.
  • Icon Wealth Advisors's Cable One position peaked at $169K in Q3 2022.
  • 355 funds tracked by Wall St. Rank held Cable One as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.