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Integrated Wealth Concepts’s Highwoods Properties HIW Stock Holding History

Integrated Wealth Concepts’s Portfolio HIW Stock Details HIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,186
Closed -$314K – 977
2022
Q2 		$314K Buy
9,186
+1,281
+16% +$50.5K 0.01% 752
2022
Q1 		$362K Buy
7,905
+1,417
+22% +$62.6K 0.01% 674
2021
Q4 		$289K Buy
6,488
+1,509
+30% +$68.2K 0.01% 793
2021
Q3 		$218K Buy
+4,979
New +$228K 0.01% 860

Other funds holding HIW

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's HIW Position: Q3 2022 in Review

Integrated Wealth Concepts sold out of Highwoods Properties (HIW) in Q3 2022, closing a stake of 9,186 shares — an estimated $314K sold.

Integrated Wealth Concepts first reported a position in HIW in Q3 2021 and held it in 4 quarters. The position peaked at $362K in Q1 2022. 293 funds tracked by Wall St. Rank hold HIW as of Q3 2022.

  • Integrated Wealth Concepts reported no remaining Highwoods Properties position as of Q3 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 9,186 Highwoods Properties shares in Q3 2022, an estimated $314K.
  • Integrated Wealth Concepts first reported a position in Highwoods Properties in Q3 2021 and held it in 4 quarters.
  • Integrated Wealth Concepts's Highwoods Properties position peaked at $362K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held Highwoods Properties as of Q3 2022.

Based on Integrated Wealth Concepts's 13F filing for Q3 2022, filed 14 Nov 2022.