IA
IA

IFP Advisors’s Innovative Solutions & Support IA Stock Holding History

IFP Advisors’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,590
Closed -$9.54K – 3378
2024
Q2 		$9.54K Sell
1,590
-554
-26% -$3.51K ﹤0.01% 2354
2024
Q1 		$15.7K Buy
+2,144
New +$17.3K ﹤0.01% 2082

Other funds holding IA

WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's IA Position: Q3 2024 in Review

IFP Advisors sold out of Innovative Solutions & Support (IA) in Q3 2024, closing a stake of 1,590 shares — an estimated $9.54K sold.

IFP Advisors first reported a position in IA in Q1 2024 and held it in 2 quarters. The position peaked at $15.7K in Q1 2024. 43 funds tracked by Wall St. Rank hold IA as of Q3 2024.

  • IFP Advisors reported no remaining Innovative Solutions & Support position as of Q3 2024 after selling out during the quarter.
  • IFP Advisors sold 1,590 Innovative Solutions & Support shares in Q3 2024, an estimated $9.54K.
  • IFP Advisors first reported a position in Innovative Solutions & Support in Q1 2024 and held it in 2 quarters.
  • IFP Advisors's Innovative Solutions & Support position peaked at $15.7K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.