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Dakota Wealth Management’s Integra LifeSciences IART Stock Holding History

Dakota Wealth Management’s Portfolio IART Stock Details IART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,448
Closed -$255K – 659
2023
Q1 		$255K Sell
4,448
-3,042
-41% -$171K 0.02% 508
2022
Q4 		$420K Hold
7,490
– – 0.03% 389
2022
Q3 		$317K Buy
+7,490
New +$384K 0.03% 412

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dakota Wealth Management's IART Position: Q2 2023 in Review

Dakota Wealth Management sold out of Integra LifeSciences (IART) in Q2 2023, closing a stake of 4,448 shares — an estimated $255K sold.

Dakota Wealth Management first reported a position in IART in Q3 2022 and held it in 3 quarters. The position peaked at $420K in Q4 2022. 283 funds tracked by Wall St. Rank hold IART as of Q2 2023.

  • Dakota Wealth Management reported no remaining Integra LifeSciences position as of Q2 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 4,448 Integra LifeSciences shares in Q2 2023, an estimated $255K.
  • Dakota Wealth Management first reported a position in Integra LifeSciences in Q3 2022 and held it in 3 quarters.
  • Dakota Wealth Management's Integra LifeSciences position peaked at $420K in Q4 2022.
  • 283 funds tracked by Wall St. Rank held Integra LifeSciences as of Q2 2023.

Based on Dakota Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.