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Amalgamated Financial’s i3 Verticals IIIV Stock Holding History

Amalgamated Financial’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
2022
Q1 		$97K Buy
+3,483
New +$85.9K ﹤0.01% 2157

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Amalgamated Financial's IIIV Position: Q1 2022 in Review

Amalgamated Financial opened a new position in i3 Verticals (IIIV) in Q1 2022: 3,483 shares worth $97K. The stake represents ﹤0.01% of the portfolio and ranks #2157 among its holdings.

119 funds tracked by Wall St. Rank hold IIIV as of Q1 2022.

  • Amalgamated Financial held 3,483 shares of i3 Verticals worth $97K as of Q1 2022.
  • i3 Verticals was a new Amalgamated Financial position in Q1 2022.
  • i3 Verticals made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2157 holding.
  • 119 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.