IFWM
AD

Institute for Wealth Management’s Array Digital Infrastructure AD Stock Holding History

Institute for Wealth Management’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,990
Closed -$405K – 523
2022
Q2 		$405K Buy
13,990
+800
+6% +$24K 0.08% 322
2022
Q1 		$399K Buy
+13,190
New +$398K 0.06% 340

Other funds holding AD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Institute for Wealth Management's AD Position: Q3 2022 in Review

Institute for Wealth Management sold out of Array Digital Infrastructure (AD) in Q3 2022, closing a stake of 13,990 shares — an estimated $405K sold.

Institute for Wealth Management first reported a position in AD in Q1 2022 and held it in 2 quarters. The position peaked at $405K in Q2 2022. 135 funds tracked by Wall St. Rank hold AD as of Q3 2022.

  • Institute for Wealth Management reported no remaining Array Digital Infrastructure position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 13,990 Array Digital Infrastructure shares in Q3 2022, an estimated $405K.
  • Institute for Wealth Management first reported a position in Array Digital Infrastructure in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Array Digital Infrastructure position peaked at $405K in Q2 2022.
  • 135 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.