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Toth Financial Advisory’s Ichor Holdings ICHR Stock Holding History

Toth Financial Advisory’s Portfolio ICHR Stock Details ICHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,100
Closed -$597K – 764
2021
Q2 		$597K Hold
11,100
– – 0.09% 141
2021
Q1 		$597K Buy
+11,100
New +$472K 0.1% 149

Other funds holding ICHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Toth Financial Advisory's ICHR Position: Q3 2021 in Review

Toth Financial Advisory sold out of Ichor Holdings (ICHR) in Q3 2021, closing a stake of 11,100 shares — an estimated $597K sold.

Toth Financial Advisory first reported a position in ICHR in Q1 2021 and held it in 2 quarters. The position peaked at $597K in Q2 2021. 187 funds tracked by Wall St. Rank hold ICHR as of Q3 2021.

  • Toth Financial Advisory reported no remaining Ichor Holdings position as of Q3 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 11,100 Ichor Holdings shares in Q3 2021, an estimated $597K.
  • Toth Financial Advisory first reported a position in Ichor Holdings in Q1 2021 and held it in 2 quarters.
  • Toth Financial Advisory's Ichor Holdings position peaked at $597K in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Ichor Holdings as of Q3 2021.

Based on Toth Financial Advisory's 13F filing for Q3 2021, filed 20 Oct 2021.