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Bartlett & Co Wealth Management’s i3 Verticals IIIV Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-44
Closed -$1.46K – 1148
2020
Q4 		$1.46K Buy
+44
New +$1.18K ﹤0.01% 973

Other funds holding IIIV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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

Bartlett & Co Wealth Management's IIIV Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of i3 Verticals (IIIV) in Q1 2021, closing a stake of 44 shares — an estimated $1.46K sold.

Bartlett & Co Wealth Management first reported a position in IIIV in Q4 2020 and held it in 1 quarter. The position peaked at $1.46K in Q4 2020. 114 funds tracked by Wall St. Rank hold IIIV as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining i3 Verticals position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 44 i3 Verticals shares in Q1 2021, an estimated $1.46K.
  • Bartlett & Co Wealth Management first reported a position in i3 Verticals in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's i3 Verticals position peaked at $1.46K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.