IFWM
ATVI

Institute for Wealth Management’s Activision Blizzard ATVI Stock Holding History

Institute for Wealth Management’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
-6,381
Closed -$597K – 498
2023
Q3 		$597K Sell
6,381
-308
-5% -$28.1K 0.11% 225
2023
Q2 		$564K Sell
6,689
-32
-0.5% -$2.59K 0.1% 241
2023
Q1 		$575K Sell
6,721
-60
-0.9% -$4.66K 0.11% 240
2022
Q4 		$519K Sell
6,781
-88
-1% -$6.54K 0.11% 252
2022
Q3 		$511K Sell
6,869
-70
-1% -$5.48K 0.11% 231
2022
Q2 		$540K Buy
6,939
+270
+4% +$21K 0.11% 257
2022
Q1 		$534K Hold
6,669
– – 0.09% 283
2021
Q4 		$444K Sell
6,669
-200
-3% -$13.7K 0.07% 299
2021
Q3 		$532K Sell
6,869
-300
-4% -$25.1K 0.09% 261
2021
Q2 		$684K Hold
7,169
– – 0.12% 204
2021
Q1 		$667K Hold
7,169
– – 0.13% 203
2020
Q4 		$666K Sell
7,169
-296
-4% -$24K 0.13% 198
2020
Q3 		$604K Buy
7,465
+271
+4% +$22K 0.14% 197
2020
Q2 		$546K Buy
7,194
+38
+0.5% +$2.65K 0.13% 212
2020
Q1 		$426K Sell
7,156
-1,499
-17% -$89K 0.13% 214
2019
Q4 		$514K Buy
8,655
+595
+7% +$32.9K 0.12% 246
2019
Q3 		$427K Buy
8,060
+74
+0.9% +$3.69K 0.11% 266
2019
Q2 		$377K Sell
7,986
-199
-2% -$9.14K 0.08% 302
2019
Q1 		$373K Sell
8,185
-187
-2% -$8.45K 0.08% 289
2018
Q4 		$390K Buy
+8,372
New +$501K 0.16% 174

Other funds holding ATVI

BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.76B AUM 40.73% 1-Year Est. Return
AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

Institute for Wealth Management's ATVI Position: Q4 2023 in Review

Institute for Wealth Management sold out of Activision Blizzard (ATVI) in Q4 2023, closing a stake of 6,381 shares — an estimated $597K sold.

Institute for Wealth Management first reported a position in ATVI in Q4 2018 and held it in 20 quarters. The position peaked at $684K in Q2 2021. 12 funds tracked by Wall St. Rank hold ATVI as of Q4 2023.

  • Institute for Wealth Management reported no remaining Activision Blizzard position as of Q4 2023 after selling out during the quarter.
  • Institute for Wealth Management sold 6,381 Activision Blizzard shares in Q4 2023, an estimated $597K.
  • Institute for Wealth Management first reported a position in Activision Blizzard in Q4 2018 and held it in 20 quarters.
  • Institute for Wealth Management's Activision Blizzard position peaked at $684K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held Activision Blizzard as of Q4 2023.

Based on Institute for Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.