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Simplicity Solutions’s Information Services Group III Stock Holding History

Simplicity Solutions’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-39,147
Closed -$267K – 664
2022
Q1 		$267K Buy
+39,147
New +$276K 0.03% 500
2021
Q4 		– Sell
-43,423
Closed -$312K – 528
2021
Q3 		$312K Sell
43,423
-9,424
-18% -$62.7K 0.05% 420
2021
Q2 		$309K Buy
+52,847
New +$274K 0.06% 367

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Simplicity Solutions's III Position: Q2 2022 in Review

Simplicity Solutions sold out of Information Services Group (III) in Q2 2022, closing a stake of 39,147 shares — an estimated $267K sold.

Simplicity Solutions first reported a position in III in Q2 2021 and held it in 3 quarters. The position peaked at $312K in Q3 2021. 110 funds tracked by Wall St. Rank hold III as of Q2 2022.

  • Simplicity Solutions reported no remaining Information Services Group position as of Q2 2022 after selling out during the quarter.
  • Simplicity Solutions sold 39,147 Information Services Group shares in Q2 2022, an estimated $267K.
  • Simplicity Solutions first reported a position in Information Services Group in Q2 2021 and held it in 3 quarters.
  • Simplicity Solutions's Information Services Group position peaked at $312K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held Information Services Group as of Q2 2022.

Based on Simplicity Solutions's 13F filing for Q2 2022, filed 19 Jul 2022.