IFWM
WOW

Institute for Wealth Management’s WideOpenWest WOW Stock Holding History

Institute for Wealth Management’s Portfolio WOW Stock Details WOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,000
Closed -$219K – 531
2022
Q2 		$219K Sell
12,000
-8,000
-40% -$161K 0.04% 470
2022
Q1 		$349K Buy
+20,000
New +$371K 0.06% 380

Other funds holding WOW

CPI
Crestview Partners III New York $195M AUM 17.49% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Institute for Wealth Management sold out of WideOpenWest (WOW) in Q3 2022, closing a stake of 12,000 shares — an estimated $219K sold.

Institute for Wealth Management first reported a position in WOW in Q1 2022 and held it in 2 quarters. The position peaked at $349K in Q1 2022. 141 funds tracked by Wall St. Rank hold WOW as of Q3 2022.

  • Institute for Wealth Management reported no remaining WideOpenWest position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 12,000 WideOpenWest shares in Q3 2022, an estimated $219K.
  • Institute for Wealth Management first reported a position in WideOpenWest in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's WideOpenWest position peaked at $349K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held WideOpenWest as of Q3 2022.

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