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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Icon Wealth Partners's ACIW Position: Q2 2019 in Review

Icon Wealth Partners sold out of ACI Worldwide (ACIW) in Q2 2019, closing a stake of 686 shares — an estimated $23K sold.

Icon Wealth Partners first reported a position in ACIW in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q1 2019. 268 funds tracked by Wall St. Rank hold ACIW as of Q2 2019.

  • Icon Wealth Partners reported no remaining ACI Worldwide position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 686 ACI Worldwide shares in Q2 2019, an estimated $23K.
  • Icon Wealth Partners first reported a position in ACI Worldwide in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's ACI Worldwide position peaked at $23K in Q1 2019.
  • 268 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.