Independent Advisor Alliance’s WISeKey WKEY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,000	Closed	-$37.4K	–	752
2024 Q1	$37.4K	Buy	+15,000	New	+$35.9K	﹤0.01%	688

Other funds holding WKEY

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Independent Advisor Alliance's WKEY Position: Q2 2024 in Review

Independent Advisor Alliance sold out of WISeKey (WKEY) in Q2 2024, closing a stake of 15,000 shares — an estimated $37.4K sold.

Independent Advisor Alliance first reported a position in WKEY in Q1 2024 and held it in 1 quarter. The position peaked at $37.4K in Q1 2024. 5 funds tracked by Wall St. Rank hold WKEY as of Q2 2024.

Independent Advisor Alliance reported no remaining WISeKey position as of Q2 2024 after selling out during the quarter.
Independent Advisor Alliance sold 15,000 WISeKey shares in Q2 2024, an estimated $37.4K.
Independent Advisor Alliance first reported a position in WISeKey in Q1 2024 and held it in 1 quarter.
Independent Advisor Alliance's WISeKey position peaked at $37.4K in Q1 2024.
5 funds tracked by Wall St. Rank held WISeKey as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.