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MBM Wealth Consultants’s Ichor Holdings ICHR Stock Holding History

MBM Wealth Consultants’s Portfolio ICHR Stock Details ICHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-142
Closed -$5K – 177
2023
Q1 		$5K Hold
142
– – ﹤0.01% 232
2022
Q4 		$4K Sell
142
-17
-11% -$454 ﹤0.01% 273
2022
Q3 		$4K Sell
159
-88
-36% -$2.6K ﹤0.01% 238
2022
Q2 		$6K Sell
247
-220
-47% -$6.37K ﹤0.01% 236
2022
Q1 		$17K Sell
467
-5,956
-93% -$232K 0.01% 223
2021
Q4 		$296K Buy
6,423
+848
+15% +$37.6K 0.12% 79
2021
Q3 		$229K Buy
5,575
+1,130
+25% +$51.6K 0.1% 88
2021
Q2 		$239K Sell
4,445
-105
-2% -$5.78K 0.11% 86
2021
Q1 		$243K Sell
4,550
-44
-1% -$1.87K 0.12% 81
2020
Q4 		$139K Sell
4,594
-1,036
-18% -$29.3K 0.08% 96
2020
Q3 		$122K Buy
+5,630
New +$150K 0.08% 92

Other funds holding ICHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

MBM Wealth Consultants's ICHR Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Ichor Holdings (ICHR) in Q2 2023, closing a stake of 142 shares — an estimated $5K sold.

MBM Wealth Consultants first reported a position in ICHR in Q3 2020 and held it in 11 quarters. The position peaked at $296K in Q4 2021. 163 funds tracked by Wall St. Rank hold ICHR as of Q2 2023.

  • MBM Wealth Consultants reported no remaining Ichor Holdings position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 142 Ichor Holdings shares in Q2 2023, an estimated $5K.
  • MBM Wealth Consultants first reported a position in Ichor Holdings in Q3 2020 and held it in 11 quarters.
  • MBM Wealth Consultants's Ichor Holdings position peaked at $296K in Q4 2021.
  • 163 funds tracked by Wall St. Rank held Ichor Holdings as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.