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EverSource Wealth Advisors’s IZEA Worldwide IZEA Stock Holding History

EverSource Wealth Advisors’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
-1
Closed -$2 – 2585
2023
Q2 		$2 Sell
1
-1
-50% -$3 ﹤0.01% 2488
2023
Q1 		$5 Hold
2
– – ﹤0.01% 2372
2022
Q4 		$4 Hold
2
– – ﹤0.01% 2298
2022
Q3 		$0 Hold
2
– – ﹤0.01% 2043
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1799
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1779
2021
Q4 		$0 Buy
+2
New +$14 ﹤0.01% 1766

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

EverSource Wealth Advisors's IZEA Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of IZEA Worldwide (IZEA) in Q3 2023, closing a stake of 1 share — an estimated $2 sold.

EverSource Wealth Advisors first reported a position in IZEA in Q4 2021 and held it in 7 quarters. The position peaked at $5 in Q1 2023. 21 funds tracked by Wall St. Rank hold IZEA as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining IZEA Worldwide position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 IZEA Worldwide share in Q3 2023, an estimated $2.
  • EverSource Wealth Advisors first reported a position in IZEA Worldwide in Q4 2021 and held it in 7 quarters.
  • EverSource Wealth Advisors's IZEA Worldwide position peaked at $5 in Q1 2023.
  • 21 funds tracked by Wall St. Rank held IZEA Worldwide as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.