WIM
INDI icon

WealthPlan Investment Management’s indie Semiconductor INDI Stock Holding History

WealthPlan Investment Management’s Portfolio INDI Stock Details INDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$940 – 243
2023
Q2 		$940 Hold
100
– – ﹤0.01% 336
2023
Q1 		$1.05K Buy
+100
New +$894 ﹤0.01% 408

Other funds holding INDI

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPlan Investment Management's INDI Position: Q3 2023 in Review

WealthPlan Investment Management sold out of indie Semiconductor (INDI) in Q3 2023, closing a stake of 100 shares — an estimated $940 sold.

WealthPlan Investment Management first reported a position in INDI in Q1 2023 and held it in 2 quarters. The position peaked at $1.05K in Q1 2023. 170 funds tracked by Wall St. Rank hold INDI as of Q3 2023.

  • WealthPlan Investment Management reported no remaining indie Semiconductor position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 100 indie Semiconductor shares in Q3 2023, an estimated $940.
  • WealthPlan Investment Management first reported a position in indie Semiconductor in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's indie Semiconductor position peaked at $1.05K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held indie Semiconductor as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.