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Institute for Wealth Management’s Chemours CC Stock Holding History

Institute for Wealth Management’s Portfolio CC Stock Details CC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,514
Closed -$401K – 470
2022
Q2 		$401K Hold
12,514
– – 0.08% 327
2022
Q1 		$394K Buy
+12,514
New +$391K 0.06% 344

Other funds holding CC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Institute for Wealth Management sold out of Chemours (CC) in Q3 2022, closing a stake of 12,514 shares — an estimated $401K sold.

Institute for Wealth Management first reported a position in CC in Q1 2022 and held it in 2 quarters. The position peaked at $401K in Q2 2022. 487 funds tracked by Wall St. Rank hold CC as of Q3 2022.

  • Institute for Wealth Management reported no remaining Chemours position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 12,514 Chemours shares in Q3 2022, an estimated $401K.
  • Institute for Wealth Management first reported a position in Chemours in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Chemours position peaked at $401K in Q2 2022.
  • 487 funds tracked by Wall St. Rank held Chemours as of Q3 2022.

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