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Integrated Wealth Concepts’s Hingham Institution for Saving HIFS Stock Holding History

Integrated Wealth Concepts’s Portfolio HIFS Stock Details HIFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-970
Closed -$207K – 1585
2023
Q2 		$207K Buy
970
+100
+11% +$20.4K ﹤0.01% 1414
2023
Q1 		$203K Buy
+870
New +$239K ﹤0.01% 1217

Other funds holding HIFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

Integrated Wealth Concepts's HIFS Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of Hingham Institution for Saving (HIFS) in Q3 2023, closing a stake of 970 shares — an estimated $207K sold.

Integrated Wealth Concepts first reported a position in HIFS in Q1 2023 and held it in 2 quarters. The position peaked at $207K in Q2 2023. 89 funds tracked by Wall St. Rank hold HIFS as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Hingham Institution for Saving position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 970 Hingham Institution for Saving shares in Q3 2023, an estimated $207K.
  • Integrated Wealth Concepts first reported a position in Hingham Institution for Saving in Q1 2023 and held it in 2 quarters.
  • Integrated Wealth Concepts's Hingham Institution for Saving position peaked at $207K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.