Copperwynd Financial’s IAMGOLD IAG Stock Holding History

Copperwynd Financial’s Portfolio IAG Stock Details IAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25,000	Closed	-$53.8K	–	139
2023 Q3	$53.8K	Hold	25,000	–	–	0.03%	125
2023 Q2	$65.8K	Sell	25,000 -2,000	-7%	-$5.79K	0.03%	133
2023 Q1	$73.2K	Hold	27,000	–	–	0.04%	133
2022 Q4	$69.7K	Hold	27,000	–	–	0.04%	127
2022 Q3	$29K	Hold	27,000	–	–	0.02%	119
2022 Q2	$43K	Buy	27,000 +4,000	+17%	+$10.1K	0.03%	117
2022 Q1	$80K	Hold	23,000	–	–	0.03%	119
2021 Q4	$72K	Hold	23,000	–	–	0.03%	116
2021 Q3	$52K	Hold	23,000	–	–	0.02%	116
2021 Q2	$68K	Hold	23,000	–	–	0.03%	120
2021 Q1	$69K	Hold	23,000	–	–	0.03%	116
2020 Q4	$84K	Hold	23,000	–	–	0.04%	119
2020 Q3	$88K	Hold	23,000	–	–	0.05%	113
2020 Q2	$91K	Hold	23,000	–	–	0.05%	111
2020 Q1	$52K	Hold	23,000	–	–	0.02%	82
2019 Q4	$86K	Hold	23,000	–	–	0.05%	108
2019 Q3	$78K	Hold	23,000	–	–	0.04%	105
2019 Q2	$78K	Hold	23,000	–	–	0.04%	102
2019 Q1	$80K	Buy	23,000 +13,000	+130%	+$45.5K	0.05%	103
2018 Q4	$37K	Hold	10,000	–	–	0.02%	89
2018 Q3	$37K	Hold	10,000	–	–	0.02%	94
2018 Q2	$58K	Hold	10,000	–	–	0.04%	91
2018 Q1	$52K	Hold	10,000	–	–	0.04%	90
2017 Q4	$58K	Buy	+10,000	New	+$57.1K	0.04%	93

Other funds holding IAG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Copperwynd Financial's IAG Position: Q4 2023 in Review

Copperwynd Financial sold out of IAMGOLD (IAG) in Q4 2023, closing a stake of 25,000 shares — an estimated $53.8K sold.

Copperwynd Financial first reported a position in IAG in Q4 2017 and held it in 24 quarters. The position peaked at $91K in Q2 2020. 141 funds tracked by Wall St. Rank hold IAG as of Q4 2023.

Copperwynd Financial reported no remaining IAMGOLD position as of Q4 2023 after selling out during the quarter.
Copperwynd Financial sold 25,000 IAMGOLD shares in Q4 2023, an estimated $53.8K.
Copperwynd Financial first reported a position in IAMGOLD in Q4 2017 and held it in 24 quarters.
Copperwynd Financial's IAMGOLD position peaked at $91K in Q2 2020.
141 funds tracked by Wall St. Rank held IAMGOLD as of Q4 2023.

Based on Copperwynd Financial's 13F filing for Q4 2023, filed 13 Feb 2024.