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Cahaba Wealth Management’s i3 Verticals IIIV Stock Holding History

Cahaba 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
2020
Q1 		– Sell
-10,796
Closed -$304K – 75
2019
Q4 		$304K Hold
10,796
– – 0.07% 63
2019
Q3 		$217K Buy
+10,796
New +$265K 0.05% 70

Other funds holding IIIV

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TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Cahaba Wealth Management's IIIV Position: Q1 2020 in Review

Cahaba Wealth Management sold out of i3 Verticals (IIIV) in Q1 2020, closing a stake of 10,796 shares — an estimated $304K sold.

Cahaba Wealth Management first reported a position in IIIV in Q3 2019 and held it in 2 quarters. The position peaked at $304K in Q4 2019. 96 funds tracked by Wall St. Rank hold IIIV as of Q1 2020.

  • Cahaba Wealth Management reported no remaining i3 Verticals position as of Q1 2020 after selling out during the quarter.
  • Cahaba Wealth Management sold 10,796 i3 Verticals shares in Q1 2020, an estimated $304K.
  • Cahaba Wealth Management first reported a position in i3 Verticals in Q3 2019 and held it in 2 quarters.
  • Cahaba Wealth Management's i3 Verticals position peaked at $304K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2020.

Based on Cahaba Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.