ISWM
CMRC

Independent Solutions Wealth Management’s Commerce.com Inc Series 1 CMRC Stock Holding History

Independent Solutions Wealth Management’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,991
Closed -$658K – 230
2021
Q3 		$658K Sell
12,991
-484
-4% -$29.5K 0.16% 118
2021
Q2 		$875K Buy
13,475
+1,534
+13% +$86.8K 0.21% 96
2021
Q1 		$690K Buy
11,941
+5,612
+89% +$373K 0.19% 98
2020
Q4 		$406K Buy
6,329
+960
+18% +$76.6K 0.13% 125
2020
Q3 		$447K Buy
+5,369
New +$469K 0.17% 100

Other funds holding CMRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Independent Solutions Wealth Management's CMRC Position: Q4 2021 in Review

Independent Solutions Wealth Management sold out of Commerce.com Inc Series 1 (CMRC) in Q4 2021, closing a stake of 12,991 shares — an estimated $658K sold.

Independent Solutions Wealth Management first reported a position in CMRC in Q3 2020 and held it in 5 quarters. The position peaked at $875K in Q2 2021. 229 funds tracked by Wall St. Rank hold CMRC as of Q4 2021.

  • Independent Solutions Wealth Management reported no remaining Commerce.com Inc Series 1 position as of Q4 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 12,991 Commerce.com Inc Series 1 shares in Q4 2021, an estimated $658K.
  • Independent Solutions Wealth Management first reported a position in Commerce.com Inc Series 1 in Q3 2020 and held it in 5 quarters.
  • Independent Solutions Wealth Management's Commerce.com Inc Series 1 position peaked at $875K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q4 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2021, filed 19 Dec 2024.