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IESC icon

TCWP’s IES Holdings IESC Stock Holding History

TCWP’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-18
Closed – – 951
2022
Q1 		$0 Buy
+18
New +$812 ﹤0.01% 1808

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's IESC Position: Q2 2022 in Review

TCWP sold out of IES Holdings (IESC) in Q2 2022, closing a stake of 18 shares.

TCWP first reported a position in IESC in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 81 funds tracked by Wall St. Rank hold IESC as of Q2 2022.

  • TCWP reported no remaining IES Holdings position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 18 IES Holdings shares in Q2 2022.
  • TCWP first reported a position in IES Holdings in Q1 2022 and held it in 1 quarter.
  • TCWP's IES Holdings position peaked at $0 in Q1 2022.
  • 81 funds tracked by Wall St. Rank held IES Holdings as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.