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Integrated Wealth Management (Palm Desert)’s Ambarella AMBA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AMBA Stock Details AMBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-100
Closed -$4K – 1288
2016
Q1 		$4K Sell
100
-900
-90% -$37.2K ﹤0.01% 875
2015
Q4 		$56K Buy
1,000
+750
+300% +$42.3K 0.02% 369
2015
Q3 		$14K Hold
250
– – 0.01% 668
2015
Q2 		$26K Hold
250
– – 0.01% 528
2015
Q1 		$18K Buy
+250
New +$15.2K 0.01% 594

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BRC
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BFA
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VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return