IWN
ATVI

Independent Wealth Network’s Activision Blizzard ATVI Stock Holding History

Independent Wealth Network’s Portfolio ATVI Stock Details ATVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,420
Closed -$320K – 224
2023
Q3 		$320K Sell
3,420
-4
-0.1% -$365 0.2% 125
2023
Q2 		$289K Buy
3,424
+309
+10% +$25K 0.17% 153
2023
Q1 		$267K Buy
3,115
+96
+3% +$7.46K 0.17% 145
2022
Q4 		$231K Buy
3,019
+177
+6% +$13.1K 0.16% 155
2022
Q3 		$211K Sell
2,842
-131
-4% -$10.3K 0.16% 153
2022
Q2 		$231K Sell
2,973
-50
-2% -$3.89K 0.17% 151
2022
Q1 		$242K Sell
3,023
-31
-1% -$2.42K 0.15% 163
2021
Q4 		$203K Buy
+3,054
New +$209K 0.12% 199

Other funds holding ATVI

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.69B AUM 21.62% 1-Year Est. Return
AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

Independent Wealth Network's ATVI Position: Q4 2023 in Review

Independent Wealth Network sold out of Activision Blizzard (ATVI) in Q4 2023, closing a stake of 3,420 shares — an estimated $320K sold.

Independent Wealth Network first reported a position in ATVI in Q4 2021 and held it in 8 quarters. The position peaked at $320K in Q3 2023. 12 funds tracked by Wall St. Rank hold ATVI as of Q4 2023.

  • Independent Wealth Network reported no remaining Activision Blizzard position as of Q4 2023 after selling out during the quarter.
  • Independent Wealth Network sold 3,420 Activision Blizzard shares in Q4 2023, an estimated $320K.
  • Independent Wealth Network first reported a position in Activision Blizzard in Q4 2021 and held it in 8 quarters.
  • Independent Wealth Network's Activision Blizzard position peaked at $320K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held Activision Blizzard as of Q4 2023.

Based on Independent Wealth Network's 13F filing for Q4 2023, filed 12 Jan 2024.