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Institute for Wealth Management’s Andersons Inc ANDE Stock Holding History

Institute for Wealth Management’s Portfolio ANDE Stock Details ANDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,320
Closed -$406K – 458
2022
Q2 		$406K Hold
12,320
– – 0.08% 321
2022
Q1 		$619K Buy
+12,320
New +$518K 0.1% 246

Other funds holding ANDE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Institute for Wealth Management sold out of Andersons Inc (ANDE) in Q3 2022, closing a stake of 12,320 shares — an estimated $406K sold.

Institute for Wealth Management first reported a position in ANDE in Q1 2022 and held it in 2 quarters. The position peaked at $619K in Q1 2022. 199 funds tracked by Wall St. Rank hold ANDE as of Q3 2022.

  • Institute for Wealth Management reported no remaining Andersons Inc position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 12,320 Andersons Inc shares in Q3 2022, an estimated $406K.
  • Institute for Wealth Management first reported a position in Andersons Inc in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Andersons Inc position peaked at $619K in Q1 2022.
  • 199 funds tracked by Wall St. Rank held Andersons Inc as of Q3 2022.

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