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Integrated Wealth Concepts’s Stewart Information Services STC Stock Holding History

Integrated Wealth Concepts’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,561
Closed -$341K – 1782
2024
Q3 		$341K Buy
+4,561
New +$323K ﹤0.01% 1259
2024
Q2 		– Sell
-4,017
Closed -$261K – 1708
2024
Q1 		$261K Buy
4,017
+25
+0.6% +$1.52K ﹤0.01% 1397
2023
Q4 		$235K Buy
+3,992
New +$189K ﹤0.01% 1392

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 STC Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Stewart Information Services (STC) in Q4 2024, closing a stake of 4,561 shares — an estimated $341K sold.

Integrated Wealth Concepts first reported a position in STC in Q4 2023 and held it in 3 quarters. The position peaked at $341K in Q3 2024. 223 funds tracked by Wall St. Rank hold STC as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Stewart Information Services position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 4,561 Stewart Information Services shares in Q4 2024, an estimated $341K.
  • Integrated Wealth Concepts first reported a position in Stewart Information Services in Q4 2023 and held it in 3 quarters.
  • Integrated Wealth Concepts's Stewart Information Services position peaked at $341K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Stewart Information Services as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.