Financial Engines Advisors
IAS

Financial Engines Advisors’s Integral Ad Science IAS Stock Holding History

Financial Engines Advisors’s Portfolio IAS Stock Details IAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-58,509
Closed -$696K – 330
2023
Q3 		$696K Buy
+58,509
New +$904K ﹤0.01% 186

Other funds holding IAS

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
AVA
Atlas Venture Advisors Boston, Massachusetts $143M AUM 25.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Financial Engines Advisors's IAS Position: Q4 2023 in Review

Financial Engines Advisors sold out of Integral Ad Science (IAS) in Q4 2023, closing a stake of 58,509 shares — an estimated $696K sold.

Financial Engines Advisors first reported a position in IAS in Q3 2023 and held it in 1 quarter. The position peaked at $696K in Q3 2023. 173 funds tracked by Wall St. Rank hold IAS as of Q4 2023.

  • Financial Engines Advisors reported no remaining Integral Ad Science position as of Q4 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 58,509 Integral Ad Science shares in Q4 2023, an estimated $696K.
  • Financial Engines Advisors first reported a position in Integral Ad Science in Q3 2023 and held it in 1 quarter.
  • Financial Engines Advisors's Integral Ad Science position peaked at $696K in Q3 2023.
  • 173 funds tracked by Wall St. Rank held Integral Ad Science as of Q4 2023.

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