IWC
NECB icon

Integrated Wealth Concepts’s Northeast Community Bancorp NECB Stock Holding History

Integrated Wealth Concepts’s Portfolio NECB Stock Details NECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,956
Closed -$265K – 1688
2023
Q4 		$265K Buy
14,956
+2,806
+23% +$45.6K ﹤0.01% 1324
2023
Q3 		$179K Buy
12,150
+90
+0.7% +$1.41K ﹤0.01% 1431
2023
Q2 		$179K Hold
12,060
– – ﹤0.01% 1443
2023
Q1 		$158K Hold
12,060
– – ﹤0.01% 1241
2022
Q4 		$180K Hold
12,060
– – ﹤0.01% 953
2022
Q3 		$150K Hold
12,060
– – ﹤0.01% 894
2022
Q2 		$142K Buy
+12,060
New +$136K ﹤0.01% 921
2022
Q1 		– Sell
-12,060
Closed -$134K – 1015
2021
Q4 		$134K Hold
12,060
– – ﹤0.01% 961
2021
Q3 		$131K Buy
+12,060
New +$127K ﹤0.01% 913

Other funds holding NECB

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
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return