IFG
SOLY

Independent Financial Group’s Soliton, Inc. SOLY Stock Holding History

Independent Financial Group’s Portfolio SOLY Stock Details SOLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,750
Closed -$224K – 745
2021
Q1 		$224K Buy
12,750
+1,000
+9% +$12.8K 0.03% 558
2020
Q4 		$90.2K Sell
11,750
-500
-4% -$4.11K 0.01% 554
2020
Q3 		$93.6K Sell
12,250
-1,700
-12% -$12.2K 0.02% 490
2020
Q2 		$109K Buy
+13,950
New +$137K 0.02% 459

Other funds holding SOLY

SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Independent Financial Group's SOLY Position: Q2 2021 in Review

Independent Financial Group sold out of Soliton, Inc. (SOLY) in Q2 2021, closing a stake of 12,750 shares — an estimated $224K sold.

Independent Financial Group first reported a position in SOLY in Q2 2020 and held it in 4 quarters. The position peaked at $224K in Q1 2021. 74 funds tracked by Wall St. Rank hold SOLY as of Q2 2021.

  • Independent Financial Group reported no remaining Soliton, Inc. position as of Q2 2021 after selling out during the quarter.
  • Independent Financial Group sold 12,750 Soliton, Inc. shares in Q2 2021, an estimated $224K.
  • Independent Financial Group first reported a position in Soliton, Inc. in Q2 2020 and held it in 4 quarters.
  • Independent Financial Group's Soliton, Inc. position peaked at $224K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held Soliton, Inc. as of Q2 2021.

Based on Independent Financial Group's 13F filing for Q2 2021, filed 15 Jun 2026.