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Altus Wealth Management’s IZEA Worldwide IZEA Stock Holding History

Altus 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
2021
Q3 		– Sell
-2,550
Closed -$26K – 38
2021
Q2 		$26K Buy
+2,550
New +$33.5K 0.02% 36

Other funds holding IZEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Altus Wealth Management's IZEA Position: Q3 2021 in Review

Altus Wealth Management sold out of IZEA Worldwide (IZEA) in Q3 2021, closing a stake of 2,550 shares — an estimated $26K sold.

Altus Wealth Management first reported a position in IZEA in Q2 2021 and held it in 1 quarter. The position peaked at $26K in Q2 2021. 38 funds tracked by Wall St. Rank hold IZEA as of Q3 2021.

  • Altus Wealth Management reported no remaining IZEA Worldwide position as of Q3 2021 after selling out during the quarter.
  • Altus Wealth Management sold 2,550 IZEA Worldwide shares in Q3 2021, an estimated $26K.
  • Altus Wealth Management first reported a position in IZEA Worldwide in Q2 2021 and held it in 1 quarter.
  • Altus Wealth Management's IZEA Worldwide position peaked at $26K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held IZEA Worldwide as of Q3 2021.

Based on Altus Wealth Management's 13F filing for Q3 2021, filed 18 Oct 2021.