SIS
ITIC

Sound Income Strategies’s Investors Title Co ITIC Stock Holding History

Sound Income Strategies’s Portfolio ITIC Stock Details ITIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,165
Closed -$190K – 1436
2024
Q1 		$190K Hold
1,165
– – 0.01% 224
2023
Q4 		$189K Buy
+1,165
New +$173K 0.02% 200

Other funds holding ITIC

MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound Income Strategies's ITIC Position: Q2 2024 in Review

Sound Income Strategies sold out of Investors Title Co (ITIC) in Q2 2024, closing a stake of 1,165 shares — an estimated $190K sold.

Sound Income Strategies first reported a position in ITIC in Q4 2023 and held it in 2 quarters. The position peaked at $190K in Q1 2024. 83 funds tracked by Wall St. Rank hold ITIC as of Q2 2024.

  • Sound Income Strategies reported no remaining Investors Title Co position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 1,165 Investors Title Co shares in Q2 2024, an estimated $190K.
  • Sound Income Strategies first reported a position in Investors Title Co in Q4 2023 and held it in 2 quarters.
  • Sound Income Strategies's Investors Title Co position peaked at $190K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Investors Title Co as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.