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AE Wealth Management’s IZEA Worldwide IZEA Stock Holding History

AE Wealth Management’s Portfolio IZEA Stock Details IZEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,350
Closed -$5K – 1309
2020
Q1 		$5K Hold
6,350
– – ﹤0.01% 1099
2019
Q4 		$6K Hold
6,350
– – ﹤0.01% 1122
2019
Q3 		$7K Hold
6,350
– – ﹤0.01% 985
2019
Q2 		$13K Buy
6,350
+1,350
+27% +$4.13K ﹤0.01% 958
2019
Q1 		$23K Buy
5,000
+512
+11% +$3.05K ﹤0.01% 627
2018
Q4 		$18K Buy
4,488
+738
+20% +$4.28K ﹤0.01% 466
2018
Q3 		$24K Buy
+3,750
New +$22K ﹤0.01% 591

Other funds holding IZEA

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
BCM
Bayesian Capital Management Brooklyn, New York $81.9M AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's IZEA Position: Q2 2020 in Review

AE Wealth Management sold out of IZEA Worldwide (IZEA) in Q2 2020, closing a stake of 6,350 shares — an estimated $5K sold.

AE Wealth Management first reported a position in IZEA in Q3 2018 and held it in 7 quarters. The position peaked at $24K in Q3 2018. 15 funds tracked by Wall St. Rank hold IZEA as of Q2 2020.

  • AE Wealth Management reported no remaining IZEA Worldwide position as of Q2 2020 after selling out during the quarter.
  • AE Wealth Management sold 6,350 IZEA Worldwide shares in Q2 2020, an estimated $5K.
  • AE Wealth Management first reported a position in IZEA Worldwide in Q3 2018 and held it in 7 quarters.
  • AE Wealth Management's IZEA Worldwide position peaked at $24K in Q3 2018.
  • 15 funds tracked by Wall St. Rank held IZEA Worldwide as of Q2 2020.

Based on AE Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.