IAG Wealth Partners’s One Liberty Properties OLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-52	Closed	-$1K	–	465
2022 Q2	$1K	Buy	+52	New	+$1.44K	﹤0.01%	416

Other funds holding OLP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

IAG Wealth Partners's OLP Position: Q3 2022 in Review

IAG Wealth Partners sold out of One Liberty Properties (OLP) in Q3 2022, closing a stake of 52 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in OLP in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 93 funds tracked by Wall St. Rank hold OLP as of Q3 2022.

IAG Wealth Partners reported no remaining One Liberty Properties position as of Q3 2022 after selling out during the quarter.
IAG Wealth Partners sold 52 One Liberty Properties shares in Q3 2022, an estimated $1K.
IAG Wealth Partners first reported a position in One Liberty Properties in Q2 2022 and held it in 1 quarter.
IAG Wealth Partners's One Liberty Properties position peaked at $1K in Q2 2022.
93 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2022.

Based on IAG Wealth Partners's 13F filing for Q3 2022, filed 26 Oct 2022.