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Certified Advisory Corp’s IZEA Worldwide IZEA Stock Holding History

Certified Advisory Corp’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
2023
Q3 		– Sell
-16,604
Closed -$40.2K – 293
2023
Q2 		$40.2K Hold
16,604
– – 0.01% 236
2023
Q1 		$43.2K Hold
16,604
– – 0.01% 250
2022
Q4 		$36.1K Hold
16,604
– – 0.01% 228
2022
Q3 		$47K Buy
+16,604
New +$58.3K 0.01% 211
2022
Q2 		– Sell
-16,604
Closed -$110K – 244
2022
Q1 		$110K Hold
16,604
– – 0.02% 217
2021
Q4 		$89K Hold
16,604
– – 0.02% 217
2021
Q3 		$128K Buy
+16,604
New +$145K 0.03% 207

Other funds holding IZEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Certified Advisory Corp's IZEA Position: Q3 2023 in Review

Certified Advisory Corp sold out of IZEA Worldwide (IZEA) in Q3 2023, closing a stake of 16,604 shares — an estimated $40.2K sold.

Certified Advisory Corp first reported a position in IZEA in Q3 2021 and held it in 7 quarters. The position peaked at $128K in Q3 2021. 21 funds tracked by Wall St. Rank hold IZEA as of Q3 2023.

  • Certified Advisory Corp reported no remaining IZEA Worldwide position as of Q3 2023 after selling out during the quarter.
  • Certified Advisory Corp sold 16,604 IZEA Worldwide shares in Q3 2023, an estimated $40.2K.
  • Certified Advisory Corp first reported a position in IZEA Worldwide in Q3 2021 and held it in 7 quarters.
  • Certified Advisory Corp's IZEA Worldwide position peaked at $128K in Q3 2021.
  • 21 funds tracked by Wall St. Rank held IZEA Worldwide as of Q3 2023.

Based on Certified Advisory Corp's 13F filing for Q3 2023, filed 13 Nov 2023.