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Independent Solutions Wealth Management’s Motorola Solutions MSI Stock Holding History

Independent Solutions Wealth Management’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,758
Closed -$426K – 239
2022
Q1 		$426K Sell
1,758
-12
-0.7% -$2.79K 0.1% 146
2021
Q4 		$481K Buy
1,770
+24
+1% +$6.04K 0.11% 139
2021
Q3 		$406K Buy
1,746
+41
+2% +$9.51K 0.1% 152
2021
Q2 		$370K Buy
1,705
+301
+21% +$60.1K 0.09% 156
2021
Q1 		$264K Buy
1,404
+130
+10% +$23.2K 0.07% 163
2020
Q4 		$217K Buy
+1,274
New +$214K 0.07% 174

Other funds holding MSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Solutions Wealth Management's MSI Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Motorola Solutions (MSI) in Q2 2022, closing a stake of 1,758 shares — an estimated $426K sold.

Independent Solutions Wealth Management first reported a position in MSI in Q4 2020 and held it in 6 quarters. The position peaked at $481K in Q4 2021. 873 funds tracked by Wall St. Rank hold MSI as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining Motorola Solutions position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,758 Motorola Solutions shares in Q2 2022, an estimated $426K.
  • Independent Solutions Wealth Management first reported a position in Motorola Solutions in Q4 2020 and held it in 6 quarters.
  • Independent Solutions Wealth Management's Motorola Solutions position peaked at $481K in Q4 2021.
  • 873 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.