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Advisor Group’s i3 Verticals IIIV Stock Holding History

Advisor Group’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
2019
Q4 		$20K Buy
+700
New +$16.5K ﹤0.01% 3959

Other funds holding IIIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's IIIV Position: Q4 2019 in Review

Advisor Group opened a new position in i3 Verticals (IIIV) in Q4 2019: 700 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #3959 among its holdings.

96 funds tracked by Wall St. Rank hold IIIV as of Q4 2019.

  • Advisor Group held 700 shares of i3 Verticals worth $20K as of Q4 2019.
  • i3 Verticals was a new Advisor Group position in Q4 2019.
  • i3 Verticals made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3959 holding.
  • 96 funds tracked by Wall St. Rank held i3 Verticals as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.