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Integrated Wealth Concepts’s Pangaea Logistics PANL Stock Holding History

Integrated Wealth Concepts’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,000
Closed -$82K – 1590
2023
Q1 		$82K Buy
+14,000
New +$84K ﹤0.01% 1284

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Wealth Concepts's PANL Position: Q2 2023 in Review

Integrated Wealth Concepts sold out of Pangaea Logistics (PANL) in Q2 2023, closing a stake of 14,000 shares — an estimated $82K sold.

Integrated Wealth Concepts first reported a position in PANL in Q1 2023 and held it in 1 quarter. The position peaked at $82K in Q1 2023. 83 funds tracked by Wall St. Rank hold PANL as of Q2 2023.

  • Integrated Wealth Concepts reported no remaining Pangaea Logistics position as of Q2 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 14,000 Pangaea Logistics shares in Q2 2023, an estimated $82K.
  • Integrated Wealth Concepts first reported a position in Pangaea Logistics in Q1 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's Pangaea Logistics position peaked at $82K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held Pangaea Logistics as of Q2 2023.

Based on Integrated Wealth Concepts's 13F filing for Q2 2023, filed 15 Aug 2023.