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Independent Solutions Wealth Management’s ACV Auctions ACVA Stock Holding History

Independent Solutions Wealth Management’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20,857
Closed -$393K – 214
2021
Q4 		$393K Buy
+20,857
New +$409K 0.09% 155

Other funds holding ACVA

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Independent Solutions Wealth Management's ACVA Position: Q1 2022 in Review

Independent Solutions Wealth Management sold out of ACV Auctions (ACVA) in Q1 2022, closing a stake of 20,857 shares — an estimated $393K sold.

Independent Solutions Wealth Management first reported a position in ACVA in Q4 2021 and held it in 1 quarter. The position peaked at $393K in Q4 2021. 137 funds tracked by Wall St. Rank hold ACVA as of Q1 2022.

  • Independent Solutions Wealth Management reported no remaining ACV Auctions position as of Q1 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 20,857 ACV Auctions shares in Q1 2022, an estimated $393K.
  • Independent Solutions Wealth Management first reported a position in ACV Auctions in Q4 2021 and held it in 1 quarter.
  • Independent Solutions Wealth Management's ACV Auctions position peaked at $393K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2022, filed 19 Dec 2024.