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Independent Financial Group’s Quad QUAD Stock Holding History

Independent Financial Group’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,450
Closed -$103K – 999
2023
Q3 		$103K Sell
20,450
-700
-3% -$3.67K 0.01% 866
2023
Q2 		$79.5K Buy
21,150
+700
+3% +$2.53K 0.01% 858
2023
Q1 		$87.7K Buy
20,450
+750
+4% +$3.31K 0.01% 815
2022
Q4 		$80.4K Hold
19,700
– – 0.01% 761
2022
Q3 		$50.4K Hold
19,700
– – ﹤0.01% 733
2022
Q2 		$54.2K Buy
+19,700
New +$95.3K 0.01% 697

Other funds holding QUAD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Financial Group's QUAD Position: Q4 2023 in Review

Independent Financial Group sold out of Quad (QUAD) in Q4 2023, closing a stake of 20,450 shares — an estimated $103K sold.

Independent Financial Group first reported a position in QUAD in Q2 2022 and held it in 6 quarters. The position peaked at $103K in Q3 2023. 100 funds tracked by Wall St. Rank hold QUAD as of Q4 2023.

  • Independent Financial Group reported no remaining Quad position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 20,450 Quad shares in Q4 2023, an estimated $103K.
  • Independent Financial Group first reported a position in Quad in Q2 2022 and held it in 6 quarters.
  • Independent Financial Group's Quad position peaked at $103K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Quad as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.