Personal Capital Advisors’s IceCure Medical ICCM Stock Holding History

Personal Capital Advisors’s Portfolio ICCM Stock Details ICCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-499	Closed	-$45K	–	515
2021 Q4	$45K	Buy	+499	New	+$83.4K	﹤0.01%	542

Other funds holding ICCM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Personal Capital Advisors's ICCM Position: Q1 2022 in Review

Personal Capital Advisors sold out of IceCure Medical (ICCM) in Q1 2022, closing a stake of 499 shares — an estimated $45K sold.

Personal Capital Advisors first reported a position in ICCM in Q4 2021 and held it in 1 quarter. The position peaked at $45K in Q4 2021. 9 funds tracked by Wall St. Rank hold ICCM as of Q1 2022.

Personal Capital Advisors reported no remaining IceCure Medical position as of Q1 2022 after selling out during the quarter.
Personal Capital Advisors sold 499 IceCure Medical shares in Q1 2022, an estimated $45K.
Personal Capital Advisors first reported a position in IceCure Medical in Q4 2021 and held it in 1 quarter.
Personal Capital Advisors's IceCure Medical position peaked at $45K in Q4 2021.
9 funds tracked by Wall St. Rank held IceCure Medical as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.