Bartlett & Co Wealth Management’s Professional Diversity Network IPDN Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IPDN Stock Details IPDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13	Closed	-$555	–	1169
2023 Q1	$555	Hold	13	–	–	﹤0.01%	1028
2022 Q4	$259	Hold	13	–	–	﹤0.01%	1082
2022 Q3	$194	Hold	13	–	–	﹤0.01%	1163
2022 Q2	$178	Hold	13	–	–	﹤0.01%	1287
2022 Q1	$383	Buy	+13	New	+$247	﹤0.01%	1051

Other funds holding IPDN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co Wealth Management's IPDN Position: Q2 2023 in Review

Bartlett & Co Wealth Management sold out of Professional Diversity Network (IPDN) in Q2 2023, closing a stake of 13 shares — an estimated $555 sold.

Bartlett & Co Wealth Management first reported a position in IPDN in Q1 2022 and held it in 5 quarters. The position peaked at $555 in Q1 2023. 6 funds tracked by Wall St. Rank hold IPDN as of Q2 2023.

Bartlett & Co Wealth Management reported no remaining Professional Diversity Network position as of Q2 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 13 Professional Diversity Network shares in Q2 2023, an estimated $555.
Bartlett & Co Wealth Management first reported a position in Professional Diversity Network in Q1 2022 and held it in 5 quarters.
Bartlett & Co Wealth Management's Professional Diversity Network position peaked at $555 in Q1 2023.
6 funds tracked by Wall St. Rank held Professional Diversity Network as of Q2 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2023, filed 14 Feb 2024.