IWC
ANDE icon

Integrated Wealth Concepts’s Andersons Inc ANDE Stock Holding History

Integrated Wealth Concepts’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
2023
Q4 		– Sell
-25,786
Closed -$1.33M – 1594
2023
Q3 		$1.33M Buy
25,786
+11,512
+81% +$577K 0.02% 576
2023
Q2 		$659K Sell
14,274
-10,308
-42% -$431K 0.01% 860
2023
Q1 		$1.02M Buy
+24,582
New +$971K 0.02% 610

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Integrated Wealth Concepts's ANDE Position: Q4 2023 in Review

Integrated Wealth Concepts sold out of Andersons Inc (ANDE) in Q4 2023, closing a stake of 25,786 shares — an estimated $1.33M sold.

Integrated Wealth Concepts first reported a position in ANDE in Q1 2023 and held it in 3 quarters. The position peaked at $1.33M in Q3 2023. 250 funds tracked by Wall St. Rank hold ANDE as of Q4 2023.

  • Integrated Wealth Concepts reported no remaining Andersons Inc position as of Q4 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 25,786 Andersons Inc shares in Q4 2023, an estimated $1.33M.
  • Integrated Wealth Concepts first reported a position in Andersons Inc in Q1 2023 and held it in 3 quarters.
  • Integrated Wealth Concepts's Andersons Inc position peaked at $1.33M in Q3 2023.
  • 250 funds tracked by Wall St. Rank held Andersons Inc as of Q4 2023.

Based on Integrated Wealth Concepts's 13F filing for Q4 2023, filed 13 Feb 2024.