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Beaird Harris Wealth Management’s IZEA Worldwide IZEA Stock Holding History

Beaird Harris 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
2022
Q1 		– Sell
-500
Closed -$3K – 659
2021
Q4 		$3K Buy
+500
New +$3.61K ﹤0.01% 534

Other funds holding IZEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return

Beaird Harris Wealth Management's IZEA Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of IZEA Worldwide (IZEA) in Q1 2022, closing a stake of 500 shares — an estimated $3K sold.

Beaird Harris Wealth Management first reported a position in IZEA in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 39 funds tracked by Wall St. Rank hold IZEA as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining IZEA Worldwide position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 500 IZEA Worldwide shares in Q1 2022, an estimated $3K.
  • Beaird Harris Wealth Management first reported a position in IZEA Worldwide in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's IZEA Worldwide position peaked at $3K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held IZEA Worldwide as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.