IA
SWIR

IFP Advisors’s Sierra Wireless SWIR Stock Holding History

IFP Advisors’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-125
Closed -$2K – 4914
2022
Q3 		$2K Hold
125
– – ﹤0.01% 4471
2022
Q2 		$2K Hold
125
– – ﹤0.01% 4250
2022
Q1 		$2K Buy
+125
New +$2.09K ﹤0.01% 4248
2021
Q4 		– Sell
-700
Closed -$11K – 3534
2021
Q3 		$11K Sell
700
-4,000
-85% -$69K ﹤0.01% 2251
2021
Q2 		$89K Hold
4,700
– – ﹤0.01% 1294
2021
Q1 		$69K Hold
4,700
– – ﹤0.01% 1325
2020
Q4 		$68K Hold
4,700
– – ﹤0.01% 1316
2020
Q3 		$53K Hold
4,700
– – ﹤0.01% 1272
2020
Q2 		$41K Hold
4,700
– – ﹤0.01% 1301
2020
Q1 		$27K Hold
4,700
– – ﹤0.01% 1381
2019
Q4 		$44K Hold
4,700
– – ﹤0.01% 1315
2019
Q3 		$51K Buy
+4,700
New +$53.6K ﹤0.01% 1362
2019
Q1 		$5K Sell
400
-4,815
-92% -$66.1K ﹤0.01% 1893
2018
Q4 		$71K Sell
5,215
-1,950
-27% -$32.6K ﹤0.01% 1395
2018
Q3 		$144K Sell
7,165
-150
-2% -$2.79K 0.01% 1266
2018
Q2 		$117K Buy
7,315
+5,650
+339% +$95.9K ﹤0.01% 1388
2018
Q1 		$34K Hold
1,665
– – ﹤0.01% 2042
2017
Q4 		$34K Sell
1,665
-2,050
-55% -$43.7K ﹤0.01% 2067
2017
Q3 		$80K Buy
3,715
+1,040
+39% +$25.7K ﹤0.01% 1683
2017
Q2 		$75K Sell
2,675
-1,100
-29% -$30.1K ﹤0.01% 1703
2017
Q1 		$100K Sell
3,775
-200
-5% -$4.61K ﹤0.01% 1495
2016
Q4 		$62K Sell
3,975
-515
-11% -$7.67K ﹤0.01% 1754
2016
Q3 		$65K Buy
4,490
+410
+10% +$6.32K ﹤0.01% 1651
2016
Q2 		$69K Buy
4,080
+3,680
+920% +$63.5K ﹤0.01% 1570
2016
Q1 		$5K Sell
400
-4,475
-92% -$60.2K ﹤0.01% 1889
2015
Q4 		$77K Buy
+4,875
New +$94.8K 0.01% 1328

Other funds holding SWIR

TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IFP Advisors's SWIR Position: Q4 2022 in Review

IFP Advisors sold out of Sierra Wireless (SWIR) in Q4 2022, closing a stake of 125 shares — an estimated $2K sold.

IFP Advisors first reported a position in SWIR in Q4 2015 and held it in 26 quarters. The position peaked at $144K in Q3 2018. 146 funds tracked by Wall St. Rank hold SWIR as of Q4 2022.

  • IFP Advisors reported no remaining Sierra Wireless position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 125 Sierra Wireless shares in Q4 2022, an estimated $2K.
  • IFP Advisors first reported a position in Sierra Wireless in Q4 2015 and held it in 26 quarters.
  • IFP Advisors's Sierra Wireless position peaked at $144K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held Sierra Wireless as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.