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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 		– Hold
0
– -$555 – 1169
2023
Q1 		– Hold
0
– – – 1028
2022
Q4 		– Hold
0
– – – 1082
2022
Q3 		– Hold
0
– – – 1163
2022
Q2 		– Hold
0
– – – 1287
2022
Q1 		– Hold
0
– – – 1051

Other funds holding IPDN

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return