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Wealthspire Advisors (Maryland)’s Ichor Holdings ICHR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-69
Closed -$2K – 1166
2019
Q1 		$2K Hold
69
– – ﹤0.01% 2161
2018
Q4 		$1K Buy
+69
New +$1.19K ﹤0.01% 2278
2018
Q3 		– Sell
-1,000
Closed -$21K – 2437
2018
Q2 		$21K Hold
1,000
– – ﹤0.01% 1299
2018
Q1 		$24K Hold
1,000
– – ﹤0.01% 1240
2017
Q4 		$25K Buy
+1,000
New +$28.3K ﹤0.01% 1252

Other funds holding ICHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ICHR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ichor Holdings (ICHR) in Q2 2019, closing a stake of 69 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in ICHR in Q4 2017 and held it in 5 quarters. The position peaked at $25K in Q4 2017. 152 funds tracked by Wall St. Rank hold ICHR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ichor Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 69 Ichor Holdings shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Ichor Holdings in Q4 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Ichor Holdings position peaked at $25K in Q4 2017.
  • 152 funds tracked by Wall St. Rank held Ichor Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.