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Heritage Wealth Management (Arizona)’s IAMGOLD IAG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IAG Stock Details IAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2K Hold
1,000
– – ﹤0.01% 819
2021
Q2 		$3K Buy
+1,000
New +$3.37K ﹤0.01% 810

Other funds holding IAG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IAG Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its IAMGOLD (IAG) position steady in Q3 2021 at 1,000 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Heritage Wealth Management (Arizona) first reported a position in IAG in Q2 2021 and has held it in 2 quarters since. The position peaked at $3K in Q2 2021. 148 funds tracked by Wall St. Rank hold IAG as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 1,000 shares of IAMGOLD worth $2K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its IAMGOLD share count unchanged in Q3 2021.
  • IAMGOLD made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #819 holding.
  • Heritage Wealth Management (Arizona) first reported a position in IAMGOLD in Q2 2021 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s IAMGOLD position peaked at $3K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held IAMGOLD as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.