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Independent Solutions Wealth Management’s United Microelectronic UMC Stock Holding History

Independent Solutions Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,207
Closed -$56.9K – 227
2022
Q3 		$56.9K Sell
10,207
-192
-2% -$1.27K 0.02% 207
2022
Q2 		$70.4K Buy
+10,399
New +$85.3K 0.02% 215

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Arrowstreet Capital
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Solutions Wealth Management's UMC Position: Q4 2022 in Review

Independent Solutions Wealth Management sold out of United Microelectronic (UMC) in Q4 2022, closing a stake of 10,207 shares — an estimated $56.9K sold.

Independent Solutions Wealth Management first reported a position in UMC in Q2 2022 and held it in 2 quarters. The position peaked at $70.4K in Q2 2022. 222 funds tracked by Wall St. Rank hold UMC as of Q4 2022.

  • Independent Solutions Wealth Management reported no remaining United Microelectronic position as of Q4 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 10,207 United Microelectronic shares in Q4 2022, an estimated $56.9K.
  • Independent Solutions Wealth Management first reported a position in United Microelectronic in Q2 2022 and held it in 2 quarters.
  • Independent Solutions Wealth Management's United Microelectronic position peaked at $70.4K in Q2 2022.
  • 222 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2022, filed 19 Dec 2024.