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Voisard Asset Management Group’s Information Services Group III Stock Holding History

Voisard Asset Management Group’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-107
Closed -$354 – 354
2024
Q3 		$354 Buy
+107
New +$351 ﹤0.01% 665

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Voisard Asset Management Group's III Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Information Services Group (III) in Q4 2024, closing a stake of 107 shares — an estimated $354 sold.

Voisard Asset Management Group first reported a position in III in Q3 2024 and held it in 1 quarter. The position peaked at $354 in Q3 2024. 99 funds tracked by Wall St. Rank hold III as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Information Services Group position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 107 Information Services Group shares in Q4 2024, an estimated $354.
  • Voisard Asset Management Group first reported a position in Information Services Group in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Information Services Group position peaked at $354 in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Information Services Group as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.