RWM
IMOS

Ritholtz Wealth Management’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

Ritholtz Wealth Management’s Portfolio IMOS Stock Details IMOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,374
Closed -$383K – 878
2024
Q3 		$383K Sell
16,374
-4,965
-23% -$118K 0.01% 638
2024
Q2 		$557K Sell
21,339
-1,400
-6% -$39.1K 0.02% 485
2024
Q1 		$715K Buy
22,739
+1,386
+6% +$39.4K 0.02% 446
2023
Q4 		$581K Sell
21,353
-93
-0.4% -$2.34K 0.02% 459
2023
Q3 		$494K Sell
21,446
-303
-1% -$7.04K 0.02% 460
2023
Q2 		$515K Sell
21,749
-1,117
-5% -$28K 0.02% 428
2023
Q1 		$574K Sell
22,866
-22,142
-49% -$518K 0.03% 373
2022
Q4 		$965K Buy
45,008
+26,475
+143% +$544K 0.05% 241
2022
Q3 		$343K Sell
18,533
-19,724
-52% -$445K 0.02% 504
2022
Q2 		$956K Sell
38,257
-11,100
-22% -$361K 0.06% 191
2022
Q1 		$1.75M Buy
49,357
+12,957
+36% +$451K 0.12% 105
2021
Q4 		$1.28M Buy
36,400
+3,647
+11% +$121K 0.08% 126
2021
Q3 		$1.12M Buy
32,753
+8,495
+35% +$329K 0.08% 126
2021
Q2 		$824K Buy
24,258
+4,367
+22% +$144K 0.06% 177
2021
Q1 		$629K Buy
19,891
+3,373
+20% +$90.3K 0.05% 173
2020
Q4 		$402K Sell
16,518
-4,070
-20% -$88.2K 0.04% 202
2020
Q3 		$397K Sell
20,588
-8,131
-28% -$168K 0.04% 163
2020
Q2 		$651K Buy
28,719
+13,877
+93% +$284K 0.08% 90
2020
Q1 		$260K Buy
+14,842
New +$297K 0.04% 120

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Ritholtz Wealth Management's IMOS Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of ChipMOS TECHNOLOGIES (IMOS) in Q4 2024, closing a stake of 16,374 shares — an estimated $383K sold.

Ritholtz Wealth Management first reported a position in IMOS in Q1 2020 and held it in 19 quarters. The position peaked at $1.75M in Q1 2022. 50 funds tracked by Wall St. Rank hold IMOS as of Q4 2024.

  • Ritholtz Wealth Management reported no remaining ChipMOS TECHNOLOGIES position as of Q4 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 16,374 ChipMOS TECHNOLOGIES shares in Q4 2024, an estimated $383K.
  • Ritholtz Wealth Management first reported a position in ChipMOS TECHNOLOGIES in Q1 2020 and held it in 19 quarters.
  • Ritholtz Wealth Management's ChipMOS TECHNOLOGIES position peaked at $1.75M in Q1 2022.
  • 50 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.