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Financial Management Professionals’s i3 Verticals IIIV Stock Holding History

Financial Management Professionals’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,083
Closed -$50K – 1019
2021
Q3 		$50K Sell
2,083
-15
-0.7% -$433 0.01% 245
2021
Q2 		$63K Buy
2,098
+19
+0.9% +$602 0.02% 214
2021
Q1 		$65K Buy
2,079
+36
+2% +$1.15K 0.02% 201
2020
Q4 		$68K Sell
2,043
-83
-4% -$2.22K 0.02% 177
2020
Q3 		$54K Sell
2,126
-451
-18% -$12.1K 0.02% 193
2020
Q2 		$78K Buy
+2,577
New +$65.4K 0.03% 130

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Financial Management Professionals's IIIV Position: Q4 2021 in Review

Financial Management Professionals sold out of i3 Verticals (IIIV) in Q4 2021, closing a stake of 2,083 shares — an estimated $50K sold.

Financial Management Professionals first reported a position in IIIV in Q2 2020 and held it in 6 quarters. The position peaked at $78K in Q2 2020. 115 funds tracked by Wall St. Rank hold IIIV as of Q4 2021.

  • Financial Management Professionals reported no remaining i3 Verticals position as of Q4 2021 after selling out during the quarter.
  • Financial Management Professionals sold 2,083 i3 Verticals shares in Q4 2021, an estimated $50K.
  • Financial Management Professionals first reported a position in i3 Verticals in Q2 2020 and held it in 6 quarters.
  • Financial Management Professionals's i3 Verticals position peaked at $78K in Q2 2020.
  • 115 funds tracked by Wall St. Rank held i3 Verticals as of Q4 2021.

Based on Financial Management Professionals's 13F filing for Q4 2021, filed 28 Jan 2022.