AWM
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Accurate Wealth Management’s i3 Verticals IIIV Stock Holding History

Accurate Wealth Management’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-32
Closed -$884 – 803
2022
Q4 		$884 Buy
+32
New +$722 ﹤0.01% 1396

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accurate Wealth Management's IIIV Position: Q1 2023 in Review

Accurate Wealth Management sold out of i3 Verticals (IIIV) in Q1 2023, closing a stake of 32 shares — an estimated $884 sold.

Accurate Wealth Management first reported a position in IIIV in Q4 2022 and held it in 1 quarter. The position peaked at $884 in Q4 2022. 139 funds tracked by Wall St. Rank hold IIIV as of Q1 2023.

  • Accurate Wealth Management reported no remaining i3 Verticals position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 32 i3 Verticals shares in Q1 2023, an estimated $884.
  • Accurate Wealth Management first reported a position in i3 Verticals in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's i3 Verticals position peaked at $884 in Q4 2022.
  • 139 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.