IWC
TRKA

Integrated Wealth Concepts’s Troika Media Group, Inc. Common Stock TRKA Stock Holding History

Integrated Wealth Concepts’s Portfolio TRKA Stock Details TRKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-800
Closed -$5K – 1605
2023
Q1 		$5K Buy
+800
New +$4.82K ﹤0.01% 1342

Other funds holding TRKA

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Troika Media Group, Inc. Common Stock (TRKA) in Q2 2023, closing a stake of 800 shares — an estimated $5K sold.

Integrated Wealth Concepts first reported a position in TRKA in Q1 2023 and held it in 1 quarter. The position peaked at $5K in Q1 2023. 16 funds tracked by Wall St. Rank hold TRKA as of Q2 2023.

  • Integrated Wealth Concepts reported no remaining Troika Media Group, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 800 Troika Media Group, Inc. Common Stock shares in Q2 2023, an estimated $5K.
  • Integrated Wealth Concepts first reported a position in Troika Media Group, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's Troika Media Group, Inc. Common Stock position peaked at $5K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held Troika Media Group, Inc. Common Stock as of Q2 2023.

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