BWL
IZEA icon

Bogart Wealth LLC’s IZEA Worldwide IZEA Stock Holding History

Bogart Wealth LLC’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
-250
Closed -$1K – 814
2021
Q4 		$1K Hold
250
– – ﹤0.01% 712
2021
Q3 		$2K Hold
250
– – ﹤0.01% 633
2021
Q2 		$3K Hold
250
– – ﹤0.01% 569
2021
Q1 		$4K Buy
+250
New +$4.13K ﹤0.01% 500

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

Bogart Wealth LLC's IZEA Position: Q1 2022 in Review

Bogart Wealth LLC sold out of IZEA Worldwide (IZEA) in Q1 2022, closing a stake of 250 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in IZEA in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 39 funds tracked by Wall St. Rank hold IZEA as of Q1 2022.

  • Bogart Wealth LLC reported no remaining IZEA Worldwide position as of Q1 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 250 IZEA Worldwide shares in Q1 2022, an estimated $1K.
  • Bogart Wealth LLC first reported a position in IZEA Worldwide in Q1 2021 and held it in 4 quarters.
  • Bogart Wealth LLC's IZEA Worldwide position peaked at $4K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held IZEA Worldwide as of Q1 2022.

Based on Bogart Wealth LLC's 13F filing for Q1 2022, filed 22 Apr 2022.