IAA
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Independent Advisor Alliance’s Fathom Holdings FTHM Stock Holding History

Independent Advisor Alliance’s Portfolio FTHM Stock Details FTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-17,285
Closed -$136K – 638
2022
Q2 		$136K Sell
17,285
-1,830
-10% -$15.5K 0.01% 580
2022
Q1 		$205K Sell
19,115
-610
-3% -$8.47K 0.01% 610
2021
Q4 		$404K Buy
19,725
+110
+0.6% +$2.56K 0.02% 444
2021
Q3 		$524K Sell
19,615
-44
-0.2% -$1.25K 0.03% 366
2021
Q2 		$645K Buy
19,659
+300
+2% +$9.88K 0.04% 337
2021
Q1 		$709K Buy
19,359
+2,594
+15% +$106K 0.04% 305
2020
Q4 		$604K Buy
16,765
+3,240
+24% +$78K 0.04% 313
2020
Q3 		$213K Buy
+13,525
New +$202K 0.02% 444

Other funds holding FTHM

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
FFM
Forager Funds Management Sydney, Australia $61.3M AUM 30.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's FTHM Position: Q3 2022 in Review

Independent Advisor Alliance sold out of Fathom Holdings (FTHM) in Q3 2022, closing a stake of 17,285 shares — an estimated $136K sold.

Independent Advisor Alliance first reported a position in FTHM in Q3 2020 and held it in 8 quarters. The position peaked at $709K in Q1 2021. 44 funds tracked by Wall St. Rank hold FTHM as of Q3 2022.

  • Independent Advisor Alliance reported no remaining Fathom Holdings position as of Q3 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,285 Fathom Holdings shares in Q3 2022, an estimated $136K.
  • Independent Advisor Alliance first reported a position in Fathom Holdings in Q3 2020 and held it in 8 quarters.
  • Independent Advisor Alliance's Fathom Holdings position peaked at $709K in Q1 2021.
  • 44 funds tracked by Wall St. Rank held Fathom Holdings as of Q3 2022.

Based on Independent Advisor Alliance's 13F filing for Q3 2022, filed 4 Nov 2022.