Integrated Wealth Concepts’s Pinduoduo PDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
– Sell
-3,641
Closed -$484K – 1718
2024
Q2
$484K Buy
3,641
+1,438
+65% +$195K 0.01% 1065
2024
Q1
$256K Buy
+2,203
New +$289K ﹤0.01% 1404
2021
Q3
– Sell
-7,957
Closed -$1.01M – 970
2021
Q2
$1.01M Buy
7,957
+638
+9% +$82.9K 0.04% 353
2021
Q1
$980K Buy
+7,319
New +$1.24M 0.04% 297

Other funds holding PDD

Integrated Wealth Concepts's PDD Position: Q3 2024 in Review

Integrated Wealth Concepts sold out of Pinduoduo (PDD) in Q3 2024, closing a stake of 3,641 shares — an estimated $484K sold.

Integrated Wealth Concepts first reported a position in PDD in Q1 2021 and held it in 4 quarters. The position peaked at $1.01M in Q2 2021. 601 funds tracked by Wall St. Rank hold PDD as of Q3 2024.

  • Integrated Wealth Concepts reported no remaining Pinduoduo position as of Q3 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,641 Pinduoduo shares in Q3 2024, an estimated $484K.
  • Integrated Wealth Concepts first reported a position in Pinduoduo in Q1 2021 and held it in 4 quarters.
  • Integrated Wealth Concepts's Pinduoduo position peaked at $1.01M in Q2 2021.
  • 601 funds tracked by Wall St. Rank held Pinduoduo as of Q3 2024.

Based on Integrated Wealth Concepts's 13F filing for Q3 2024, filed 14 Nov 2024.