Independent Advisor Alliance’s Chemours CC Stock Holding History

Independent Advisor Alliance’s Portfolio CC Stock Details CC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,606	Closed	-$217K	–	713
2024 Q2	$217K	Buy	+9,606	New	+$252K	0.01%	655
2024 Q1	–	Sell	-12,014	Closed	-$379K	–	707
2023 Q4	$379K	Buy	+12,014	New	+$326K	0.01%	489
2023 Q3	–	Sell	-12,746	Closed	-$470K	–	655
2023 Q2	$470K	Buy	12,746 +801	+7%	+$24.4K	0.02%	442
2023 Q1	$358K	Sell	11,945 -1,800	-13%	-$59.3K	0.02%	481
2022 Q4	$239K	Buy	13,745 +4,619	+51%	+$139K	0.08%	132
2022 Q3	$225K	Sell	9,126 -16,764	-65%	-$553K	0.01%	553
2022 Q2	$829K	Buy	25,890 +16,903	+188%	+$622K	0.05%	297
2022 Q1	$283K	Sell	8,987 -10,121	-53%	-$317K	0.01%	515
2021 Q4	$641K	Buy	19,108 +2,271	+13%	+$70.7K	0.03%	339
2021 Q3	$489K	Sell	16,837 -85,040	-83%	-$2.75M	0.03%	389
2021 Q2	$3.54M	Buy	+101,877	New	+$3.37M	0.19%	113
2020 Q2	–	Sell	-39,683	Closed	-$352K	–	498
2020 Q1	$352K	Buy	+39,683	New	+$572K	0.05%	252

Other funds holding CC

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return