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U.S. Capital Wealth Advisors’s Ichor Holdings ICHR Stock Holding History

U.S. Capital Wealth Advisors’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
2022
Q2 		– Sell
-7,500
Closed -$267K – 699
2022
Q1 		$267K Buy
+7,500
New +$292K 0.01% 625

Other funds holding ICHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's ICHR Position: Q2 2022 in Review

U.S. Capital Wealth Advisors sold out of Ichor Holdings (ICHR) in Q2 2022, closing a stake of 7,500 shares — an estimated $267K sold.

U.S. Capital Wealth Advisors first reported a position in ICHR in Q1 2022 and held it in 1 quarter. The position peaked at $267K in Q1 2022. 153 funds tracked by Wall St. Rank hold ICHR as of Q2 2022.

  • U.S. Capital Wealth Advisors reported no remaining Ichor Holdings position as of Q2 2022 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 7,500 Ichor Holdings shares in Q2 2022, an estimated $267K.
  • U.S. Capital Wealth Advisors first reported a position in Ichor Holdings in Q1 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Ichor Holdings position peaked at $267K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Ichor Holdings as of Q2 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.