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Legacy Wealth Management (Idaho)’s Information Services Group III Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$3.35K – 783
2024
Q3 		$3.35K Buy
+1,000
New +$3.28K ﹤0.01% 432

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s III Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of Information Services Group (III) in Q4 2024, closing a stake of 1,000 shares — an estimated $3.35K sold.

Legacy Wealth Management (Idaho) first reported a position in III in Q3 2024 and held it in 1 quarter. The position peaked at $3.35K in Q3 2024. 99 funds tracked by Wall St. Rank hold III as of Q4 2024.

  • Legacy Wealth Management (Idaho) reported no remaining Information Services Group position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,000 Information Services Group shares in Q4 2024, an estimated $3.35K.
  • Legacy Wealth Management (Idaho) first reported a position in Information Services Group in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Information Services Group position peaked at $3.35K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Information Services Group as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.