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MSH Capital Advisors’s Iveda Solutions IVDA Stock Holding History

MSH Capital Advisors’s Portfolio IVDA Stock Details IVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,050
Closed -$9.1K – 201
2022
Q4 		$9.1K Buy
+2,050
New +$10.7K ﹤0.01% 194

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State Street
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Two Sigma Investments
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BA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

MSH Capital Advisors's IVDA Position: Q1 2023 in Review

MSH Capital Advisors sold out of Iveda Solutions (IVDA) in Q1 2023, closing a stake of 2,050 shares — an estimated $9.1K sold.

MSH Capital Advisors first reported a position in IVDA in Q4 2022 and held it in 1 quarter. The position peaked at $9.1K in Q4 2022. 13 funds tracked by Wall St. Rank hold IVDA as of Q1 2023.

  • MSH Capital Advisors reported no remaining Iveda Solutions position as of Q1 2023 after selling out during the quarter.
  • MSH Capital Advisors sold 2,050 Iveda Solutions shares in Q1 2023, an estimated $9.1K.
  • MSH Capital Advisors first reported a position in Iveda Solutions in Q4 2022 and held it in 1 quarter.
  • MSH Capital Advisors's Iveda Solutions position peaked at $9.1K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Iveda Solutions as of Q1 2023.

Based on MSH Capital Advisors's 13F filing for Q1 2023, filed 14 Feb 2025.