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Optimum Investment Advisors’s Ichor Holdings ICHR Stock Holding History

Optimum Investment Advisors’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
2022
Q1 		– Sell
-600
Closed -$28K – 865
2021
Q4 		$28K Sell
600
-336
-36% -$14.9K 0.01% 553
2021
Q3 		$38K Sell
936
-1,864
-67% -$85.1K 0.02% 503
2021
Q2 		$151K Buy
+2,800
New +$154K 0.05% 316
2018
Q3 		– Sell
-130
Closed -$3K – 1063
2018
Q2 		$3K Hold
130
– – ﹤0.01% 971
2018
Q1 		$3K Buy
+130
New +$3.54K ﹤0.01% 940

Other funds holding ICHR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Optimum Investment Advisors's ICHR Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Ichor Holdings (ICHR) in Q1 2022, closing a stake of 600 shares — an estimated $28K sold.

Optimum Investment Advisors first reported a position in ICHR in Q1 2018 and held it in 5 quarters. The position peaked at $151K in Q2 2021. 172 funds tracked by Wall St. Rank hold ICHR as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Ichor Holdings position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 600 Ichor Holdings shares in Q1 2022, an estimated $28K.
  • Optimum Investment Advisors first reported a position in Ichor Holdings in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Ichor Holdings position peaked at $151K in Q2 2021.
  • 172 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.