YIH
CISO

Y-Intercept (HK)’s CISO Global CISO Stock Holding History

Y-Intercept (HK)’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-24,684
Closed -$65.9K – 1116
2023
Q2 		$65.9K Buy
+24,684
New +$82.2K 0.01% 1175

Other funds holding CISO

LCM
Lynwood Capital Management Toronto, Ontario, Canada $16.9M AUM 19.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
PD
Planning Directions Glen Mills, Pennsylvania $198M AUM 11.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Y-Intercept (HK)'s CISO Position: Q3 2023 in Review

Y-Intercept (HK) sold out of CISO Global (CISO) in Q3 2023, closing a stake of 24,684 shares — an estimated $65.9K sold.

Y-Intercept (HK) first reported a position in CISO in Q2 2023 and held it in 1 quarter. The position peaked at $65.9K in Q2 2023. 32 funds tracked by Wall St. Rank hold CISO as of Q3 2023.

  • Y-Intercept (HK) reported no remaining CISO Global position as of Q3 2023 after selling out during the quarter.
  • Y-Intercept (HK) sold 24,684 CISO Global shares in Q3 2023, an estimated $65.9K.
  • Y-Intercept (HK) first reported a position in CISO Global in Q2 2023 and held it in 1 quarter.
  • Y-Intercept (HK)'s CISO Global position peaked at $65.9K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held CISO Global as of Q3 2023.

Based on Y-Intercept (HK)'s 13F filing for Q3 2023, filed 14 Nov 2023.