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Private Wealth Management Group’s Ichor Holdings ICHR Stock Holding History

Private Wealth Management Group’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
2025
Q1 		– Sell
-41
Closed -$1.32K – 1532
2024
Q4 		$1.32K Hold
41
– – ﹤0.01% 1222
2024
Q3 		$1.3K Sell
41
-1
-2% -$32 ﹤0.01% 1210
2024
Q2 		$1.62K Hold
42
– – ﹤0.01% 1128
2024
Q1 		$1.62K Hold
42
– – ﹤0.01% 1068
2023
Q4 		$1.41K Buy
+42
New +$1.16K ﹤0.01% 1133

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Private Wealth Management Group's ICHR Position: Q1 2025 in Review

Private Wealth Management Group sold out of Ichor Holdings (ICHR) in Q1 2025, closing a stake of 41 shares — an estimated $1.32K sold.

Private Wealth Management Group first reported a position in ICHR in Q4 2023 and held it in 5 quarters. The position peaked at $1.62K in Q1 2024. 187 funds tracked by Wall St. Rank hold ICHR as of Q1 2025.

  • Private Wealth Management Group reported no remaining Ichor Holdings position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 41 Ichor Holdings shares in Q1 2025, an estimated $1.32K.
  • Private Wealth Management Group first reported a position in Ichor Holdings in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Ichor Holdings position peaked at $1.62K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.