Ellevest Inc’s Ivanhoe Electric IE Stock Holding History

Ellevest Inc’s Portfolio IE Stock Details IE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,784	Closed	-$193K	–	367
2023 Q2	$193K	Buy	14,784 +9,521	+181%	+$120K	0.01%	339
2023 Q1	$63.9K	Buy	+5,263	New	+$70.5K	0.01%	538

Other funds holding IE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

ORPU

Orion Resource Partners (USA) New York $333M AUM 13.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Ellevest Inc's IE Position: Q3 2023 in Review

Ellevest Inc sold out of Ivanhoe Electric (IE) in Q3 2023, closing a stake of 14,784 shares — an estimated $193K sold.

Ellevest Inc first reported a position in IE in Q1 2023 and held it in 2 quarters. The position peaked at $193K in Q2 2023. 92 funds tracked by Wall St. Rank hold IE as of Q3 2023.

Ellevest Inc reported no remaining Ivanhoe Electric position as of Q3 2023 after selling out during the quarter.
Ellevest Inc sold 14,784 Ivanhoe Electric shares in Q3 2023, an estimated $193K.
Ellevest Inc first reported a position in Ivanhoe Electric in Q1 2023 and held it in 2 quarters.
Ellevest Inc's Ivanhoe Electric position peaked at $193K in Q2 2023.
92 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q3 2023.

Based on Ellevest Inc's 13F filing for Q3 2023, filed 9 Nov 2023.