IAA
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Independent Advisor Alliance’s Applied Optoelectronics AAOI Stock Holding History

Independent Advisor Alliance’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29,791
Closed -$247K – 706
2024
Q2 		$247K Sell
29,791
-97,724
-77% -$1.07M 0.01% 622
2024
Q1 		$1.77M Buy
+127,515
New +$2.15M 0.06% 235

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
SC
Shellback Capital Boston, Massachusetts $703M AUM 53.29% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Advisor Alliance's AAOI Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Applied Optoelectronics (AAOI) in Q3 2024, closing a stake of 29,791 shares — an estimated $247K sold.

Independent Advisor Alliance first reported a position in AAOI in Q1 2024 and held it in 2 quarters. The position peaked at $1.77M in Q1 2024. 140 funds tracked by Wall St. Rank hold AAOI as of Q3 2024.

  • Independent Advisor Alliance reported no remaining Applied Optoelectronics position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 29,791 Applied Optoelectronics shares in Q3 2024, an estimated $247K.
  • Independent Advisor Alliance first reported a position in Applied Optoelectronics in Q1 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Applied Optoelectronics position peaked at $1.77M in Q1 2024.
  • 140 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.