Cary Street Partners Investment Advisory’s Ioneer IONR Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IONR Stock Details IONR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,025	Closed	-$12K	–	1206
2023 Q3	$12K	Hold	2,025	–	–	﹤0.01%	1247
2023 Q2	$18.4K	Hold	2,025	–	–	﹤0.01%	1072
2023 Q1	$16.1K	Hold	2,025	–	–	﹤0.01%	1033
2022 Q4	$22K	Buy	+2,025	New	+$29.3K	﹤0.01%	950

Other funds holding IONR

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cary Street Partners Investment Advisory's IONR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Ioneer (IONR) in Q4 2023, closing a stake of 2,025 shares — an estimated $12K sold.

Cary Street Partners Investment Advisory first reported a position in IONR in Q4 2022 and held it in 4 quarters. The position peaked at $22K in Q4 2022. 4 funds tracked by Wall St. Rank hold IONR as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Ioneer position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,025 Ioneer shares in Q4 2023, an estimated $12K.
Cary Street Partners Investment Advisory first reported a position in Ioneer in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Ioneer position peaked at $22K in Q4 2022.
4 funds tracked by Wall St. Rank held Ioneer as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.