IVC Wealth Advisors’s TON Strategy Co TONX Stock Holding History

IVC Wealth Advisors’s Portfolio TONX Stock Details TONX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2	Closed	-$36K	–	144
2021 Q3	$36K	Buy	+2	New	+$34K	0.02%	138

Other funds holding TONX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IVC Wealth Advisors's TONX Position: Q4 2021 in Review

IVC Wealth Advisors sold out of TON Strategy Co (TONX) in Q4 2021, closing a stake of 2 shares — an estimated $36K sold.

IVC Wealth Advisors first reported a position in TONX in Q3 2021 and held it in 1 quarter. The position peaked at $36K in Q3 2021. 31 funds tracked by Wall St. Rank hold TONX as of Q4 2021.

IVC Wealth Advisors reported no remaining TON Strategy Co position as of Q4 2021 after selling out during the quarter.
IVC Wealth Advisors sold 2 TON Strategy Co shares in Q4 2021, an estimated $36K.
IVC Wealth Advisors first reported a position in TON Strategy Co in Q3 2021 and held it in 1 quarter.
IVC Wealth Advisors's TON Strategy Co position peaked at $36K in Q3 2021.
31 funds tracked by Wall St. Rank held TON Strategy Co as of Q4 2021.

Based on IVC Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.