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Independent Solutions Wealth Management’s GlobalFoundries GFS Stock Holding History

Independent Solutions Wealth Management’s Portfolio GFS Stock Details GFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,814
Closed -$203K – 227
2023
Q1 		$203K Buy
+2,814
New +$178K 0.06% 204

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Invesco
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Solutions Wealth Management's GFS Position: Q2 2023 in Review

Independent Solutions Wealth Management sold out of GlobalFoundries (GFS) in Q2 2023, closing a stake of 2,814 shares — an estimated $203K sold.

Independent Solutions Wealth Management first reported a position in GFS in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 254 funds tracked by Wall St. Rank hold GFS as of Q2 2023.

  • Independent Solutions Wealth Management reported no remaining GlobalFoundries position as of Q2 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,814 GlobalFoundries shares in Q2 2023, an estimated $203K.
  • Independent Solutions Wealth Management first reported a position in GlobalFoundries in Q1 2023 and held it in 1 quarter.
  • Independent Solutions Wealth Management's GlobalFoundries position peaked at $203K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held GlobalFoundries as of Q2 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2023, filed 19 Dec 2024.