SW
IMOS

SVB Wealth’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

SVB Wealth’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
2021
Q4 		– Sell
-9,633
Closed -$330K – 882
2021
Q3 		$330K Sell
9,633
-586
-6% -$22.7K ﹤0.01% 740
2021
Q2 		$348K Buy
10,219
+615
+6% +$20.3K ﹤0.01% 692
2021
Q1 		$303K Buy
9,604
+987
+11% +$26.4K ﹤0.01% 683
2020
Q4 		$210K Buy
+8,617
New +$187K ﹤0.01% 734

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

SVB Wealth's IMOS Position: Q4 2021 in Review

SVB Wealth sold out of ChipMOS TECHNOLOGIES (IMOS) in Q4 2021, closing a stake of 9,633 shares — an estimated $330K sold.

SVB Wealth first reported a position in IMOS in Q4 2020 and held it in 4 quarters. The position peaked at $348K in Q2 2021. 50 funds tracked by Wall St. Rank hold IMOS as of Q4 2021.

  • SVB Wealth reported no remaining ChipMOS TECHNOLOGIES position as of Q4 2021 after selling out during the quarter.
  • SVB Wealth sold 9,633 ChipMOS TECHNOLOGIES shares in Q4 2021, an estimated $330K.
  • SVB Wealth first reported a position in ChipMOS TECHNOLOGIES in Q4 2020 and held it in 4 quarters.
  • SVB Wealth's ChipMOS TECHNOLOGIES position peaked at $348K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.