Financial Gravity Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Financial Gravity Asset Management’s Portfolio IBKC Stock Details IBKC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$75K	Buy	+52	New	+$3.86K	0.05%	450

Other funds holding IBKC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Financial Gravity Asset Management's IBKC Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in IBERIABANK Corp (IBKC) in Q4 2019: 52 shares worth $75K. The stake represents 0.05% of the portfolio and ranks #450 among its holdings.

282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

Financial Gravity Asset Management held 52 shares of IBERIABANK Corp worth $75K as of Q4 2019.
IBERIABANK Corp was a new Financial Gravity Asset Management position in Q4 2019.
IBERIABANK Corp made up 0.05% of Financial Gravity Asset Management's portfolio in Q4 2019, its #450 holding.
282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.