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Independent Solutions Wealth Management’s ABM Industries ABM Stock Holding History

Independent Solutions Wealth Management’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,480
Closed -$280K – 204
2021
Q1 		$280K Buy
+5,480
New +$240K 0.08% 155

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Independent Solutions Wealth Management's ABM Position: Q2 2021 in Review

Independent Solutions Wealth Management sold out of ABM Industries (ABM) in Q2 2021, closing a stake of 5,480 shares — an estimated $280K sold.

Independent Solutions Wealth Management first reported a position in ABM in Q1 2021 and held it in 1 quarter. The position peaked at $280K in Q1 2021. 269 funds tracked by Wall St. Rank hold ABM as of Q2 2021.

  • Independent Solutions Wealth Management reported no remaining ABM Industries position as of Q2 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,480 ABM Industries shares in Q2 2021, an estimated $280K.
  • Independent Solutions Wealth Management first reported a position in ABM Industries in Q1 2021 and held it in 1 quarter.
  • Independent Solutions Wealth Management's ABM Industries position peaked at $280K in Q1 2021.
  • 269 funds tracked by Wall St. Rank held ABM Industries as of Q2 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2021, filed 19 Dec 2024.