IFG
ATVI

Independent Financial Group’s Activision Blizzard ATVI Stock Holding History

Independent Financial Group’s Portfolio ATVI Stock Details ATVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,498
Closed -$515K – 1026
2023
Q3 		$515K Sell
5,498
-1,292
-19% -$118K 0.03% 484
2023
Q2 		$572K Sell
6,790
-1,239
-15% -$100K 0.04% 448
2023
Q1 		$687K Sell
8,029
-287
-3% -$22.3K 0.06% 378
2022
Q4 		$637K Sell
8,316
-431
-5% -$32K 0.05% 363
2022
Q3 		$650K Sell
8,747
-111
-1% -$8.69K 0.06% 324
2022
Q2 		$690K Buy
8,858
+2,189
+33% +$170K 0.07% 301
2022
Q1 		$534K Buy
6,669
+2,459
+58% +$192K 0.04% 413
2021
Q4 		$280K Buy
4,210
+244
+6% +$16.7K 0.02% 623
2021
Q3 		$307K Sell
3,966
-1,308
-25% -$109K 0.03% 521
2021
Q2 		$503K Sell
5,274
-231
-4% -$21.9K 0.05% 368
2021
Q1 		$512K Sell
5,505
-147
-3% -$13.8K 0.07% 327
2020
Q4 		$525K Buy
5,652
+840
+17% +$68.2K 0.08% 298
2020
Q3 		$390K Buy
4,812
+445
+10% +$36.1K 0.07% 293
2020
Q2 		$331K Buy
4,367
+445
+11% +$31K 0.07% 292
2020
Q1 		$233K Buy
+3,922
New +$233K 0.07% 299

Other funds holding ATVI

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.69B AUM 21.62% 1-Year Est. Return
AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return