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Integrated Wealth Concepts’s Sidus Space SIDU Stock Holding History

Integrated Wealth Concepts’s Portfolio SIDU Stock Details SIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-200
Closed -$3.62K – 1620
2023
Q2 		$3.62K Hold
200
– – ﹤0.01% 1557
2023
Q1 		$11K Buy
+200
New +$15.6K ﹤0.01% 1334

Other funds holding SIDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Sidus Space (SIDU) in Q3 2023, closing a stake of 200 shares — an estimated $3.62K sold.

Integrated Wealth Concepts first reported a position in SIDU in Q1 2023 and held it in 2 quarters. The position peaked at $11K in Q1 2023. 21 funds tracked by Wall St. Rank hold SIDU as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Sidus Space position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 200 Sidus Space shares in Q3 2023, an estimated $3.62K.
  • Integrated Wealth Concepts first reported a position in Sidus Space in Q1 2023 and held it in 2 quarters.
  • Integrated Wealth Concepts's Sidus Space position peaked at $11K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Sidus Space as of Q3 2023.

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