Evermay Wealth Management’s iHeartMedia IHRT Stock Holding History

Evermay Wealth Management’s Portfolio IHRT Stock Details IHRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-992	Closed	-$7K	–	579
2022 Q3	$7K	Sell	992 -414	-29%	-$3.58K	﹤0.01%	429
2022 Q2	$11K	Hold	1,406	–	–	﹤0.01%	387
2022 Q1	$27K	Hold	1,406	–	–	﹤0.01%	346
2021 Q4	$30K	Hold	1,406	–	–	0.01%	326
2021 Q3	$35K	Buy	+1,406	New	+$34.7K	0.01%	299

Other funds holding IHRT

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

Evermay Wealth Management's IHRT Position: Q4 2022 in Review

Evermay Wealth Management sold out of iHeartMedia (IHRT) in Q4 2022, closing a stake of 992 shares — an estimated $7K sold.

Evermay Wealth Management first reported a position in IHRT in Q3 2021 and held it in 5 quarters. The position peaked at $35K in Q3 2021. 161 funds tracked by Wall St. Rank hold IHRT as of Q4 2022.

Evermay Wealth Management reported no remaining iHeartMedia position as of Q4 2022 after selling out during the quarter.
Evermay Wealth Management sold 992 iHeartMedia shares in Q4 2022, an estimated $7K.
Evermay Wealth Management first reported a position in iHeartMedia in Q3 2021 and held it in 5 quarters.
Evermay Wealth Management's iHeartMedia position peaked at $35K in Q3 2021.
161 funds tracked by Wall St. Rank held iHeartMedia as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.