ISWM
MNDT

Independent Solutions Wealth Management’s Mandiant, Inc. Common Stock MNDT Stock Holding History

Independent Solutions Wealth Management’s Portfolio MNDT Stock Details MNDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,237
Closed -$200K – 217
2021
Q1 		$200K Sell
10,237
-390
-4% -$8.15K 0.06% 188
2020
Q4 		$245K Buy
+10,627
New +$164K 0.08% 163

Other funds holding MNDT

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Independent Solutions Wealth Management sold out of Mandiant, Inc. Common Stock (MNDT) in Q2 2021, closing a stake of 10,237 shares — an estimated $200K sold.

Independent Solutions Wealth Management first reported a position in MNDT in Q4 2020 and held it in 2 quarters. The position peaked at $245K in Q4 2020. 333 funds tracked by Wall St. Rank hold MNDT as of Q2 2021.

  • Independent Solutions Wealth Management reported no remaining Mandiant, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 10,237 Mandiant, Inc. Common Stock shares in Q2 2021, an estimated $200K.
  • Independent Solutions Wealth Management first reported a position in Mandiant, Inc. Common Stock in Q4 2020 and held it in 2 quarters.
  • Independent Solutions Wealth Management's Mandiant, Inc. Common Stock position peaked at $245K in Q4 2020.
  • 333 funds tracked by Wall St. Rank held Mandiant, Inc. Common Stock as of Q2 2021.

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