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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

Other funds holding AMBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AMBA Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Ambarella (AMBA) in Q2 2016, closing a stake of 100 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AMBA in Q1 2015 and held it in 5 quarters. The position peaked at $56K in Q4 2015. 207 funds tracked by Wall St. Rank hold AMBA as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Ambarella position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Ambarella shares in Q2 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Ambarella in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s Ambarella position peaked at $56K in Q4 2015.
  • 207 funds tracked by Wall St. Rank held Ambarella as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.