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Patriot Financial Group Insurance Agency’s Ichor Holdings ICHR Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q3 		– Sell
-63
Closed -$2K – 1748
2020
Q2 		$2K Buy
63
+3
+5% +$68 ﹤0.01% 1392
2020
Q1 		$1K Hold
60
– – ﹤0.01% 1442
2019
Q4 		$2K Hold
60
– – ﹤0.01% 1120
2019
Q3 		$1K Hold
60
– – ﹤0.01% 1187
2019
Q2 		$1K Buy
+60
New +$1.4K ﹤0.01% 1251

Other funds holding ICHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ICHR Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Ichor Holdings (ICHR) in Q3 2020, closing a stake of 63 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in ICHR in Q2 2019 and held it in 5 quarters. The position peaked at $2K in Q2 2020. 151 funds tracked by Wall St. Rank hold ICHR as of Q3 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Ichor Holdings position as of Q3 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 63 Ichor Holdings shares in Q3 2020, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Ichor Holdings in Q2 2019 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Ichor Holdings position peaked at $2K in Q2 2020.
  • 151 funds tracked by Wall St. Rank held Ichor Holdings as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.