IAG Wealth Partners’s Koss Corp KOSS Stock Holding History

IAG Wealth Partners’s Portfolio KOSS Stock Details KOSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$2.96K	–	450
2023 Q3	$2.96K	Hold	1,000	–	–	﹤0.01%	387
2023 Q2	$3.7K	Hold	1,000	–	–	﹤0.01%	390
2023 Q1	$4.62K	Hold	1,000	–	–	﹤0.01%	390
2022 Q4	$4.95K	Hold	1,000	–	–	﹤0.01%	362
2022 Q3	$6K	Hold	1,000	–	–	﹤0.01%	326
2022 Q2	$7K	Hold	1,000	–	–	﹤0.01%	311
2022 Q1	$9K	Buy	+1,000	New	+$8.52K	﹤0.01%	311

Other funds holding KOSS

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

IAG Wealth Partners's KOSS Position: Q4 2023 in Review

IAG Wealth Partners sold out of Koss Corp (KOSS) in Q4 2023, closing a stake of 1,000 shares — an estimated $2.96K sold.

IAG Wealth Partners first reported a position in KOSS in Q1 2022 and held it in 7 quarters. The position peaked at $9K in Q1 2022. 20 funds tracked by Wall St. Rank hold KOSS as of Q4 2023.

IAG Wealth Partners reported no remaining Koss Corp position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 1,000 Koss Corp shares in Q4 2023, an estimated $2.96K.
IAG Wealth Partners first reported a position in Koss Corp in Q1 2022 and held it in 7 quarters.
IAG Wealth Partners's Koss Corp position peaked at $9K in Q1 2022.
20 funds tracked by Wall St. Rank held Koss Corp as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.