IWP
ACIW icon

Icon Wealth Partners’s ACI Worldwide ACIW Stock Holding History

Icon Wealth Partners’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-686
Closed -$23K – 169
2019
Q1 		$23K Buy
+686
New +$20.9K 0.01% 515
2018
Q3 		– Sell
-574
Closed -$14K – 274
2018
Q2 		$14K Buy
+574
New +$14K 0.01% 641
2018
Q1 		– Sell
-387
Closed -$9K – 257
2017
Q4 		$9K Buy
+387
New +$8.99K ﹤0.01% 716

Other funds holding ACIW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return