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Integrated Wealth Concepts’s DMC Global BOOM Stock Holding History

Integrated Wealth Concepts’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,000
Closed -$130K – 1726
2024
Q3 		$130K Buy
+10,000
New +$127K ﹤0.01% 1587

Other funds holding BOOM

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Integrated Wealth Concepts's BOOM Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of DMC Global (BOOM) in Q4 2024, closing a stake of 10,000 shares — an estimated $130K sold.

Integrated Wealth Concepts first reported a position in BOOM in Q3 2024 and held it in 1 quarter. The position peaked at $130K in Q3 2024. 100 funds tracked by Wall St. Rank hold BOOM as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining DMC Global position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,000 DMC Global shares in Q4 2024, an estimated $130K.
  • Integrated Wealth Concepts first reported a position in DMC Global in Q3 2024 and held it in 1 quarter.
  • Integrated Wealth Concepts's DMC Global position peaked at $130K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held DMC Global as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.