IAG Wealth Partners’s Quad QUAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,689	Closed	-$10.1K	–	463
2023 Q2	$10.1K	Hold	2,689	–	–	﹤0.01%	313
2023 Q1	$11.5K	Hold	2,689	–	–	﹤0.01%	293
2022 Q4	$11K	Hold	2,689	–	–	﹤0.01%	275
2022 Q3	$7K	Hold	2,689	–	–	﹤0.01%	310
2022 Q2	$7K	Buy	+2,689	New	+$13K	﹤0.01%	314
2021 Q4	–	Sell	-13,585	Closed	-$58K	–	425
2021 Q3	$58K	Hold	13,585	–	–	0.02%	116
2021 Q2	$57K	Hold	13,585	–	–	0.02%	112
2021 Q1	$48K	Hold	13,585	–	–	0.02%	119
2020 Q4	$52K	Hold	13,585	–	–	0.02%	108
2020 Q3	$42K	Hold	13,585	–	–	0.02%	114
2020 Q2	$45K	Hold	13,585	–	–	0.02%	108
2020 Q1	$35K	Buy	+13,585	New	+$59.9K	0.02%	113

Other funds holding QUAD

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

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

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 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

IAG Wealth Partners's QUAD Position: Q3 2023 in Review

IAG Wealth Partners sold out of Quad (QUAD) in Q3 2023, closing a stake of 2,689 shares — an estimated $10.1K sold.

IAG Wealth Partners first reported a position in QUAD in Q1 2020 and held it in 12 quarters. The position peaked at $58K in Q3 2021. 101 funds tracked by Wall St. Rank hold QUAD as of Q3 2023.

IAG Wealth Partners reported no remaining Quad position as of Q3 2023 after selling out during the quarter.
IAG Wealth Partners sold 2,689 Quad shares in Q3 2023, an estimated $10.1K.
IAG Wealth Partners first reported a position in Quad in Q1 2020 and held it in 12 quarters.
IAG Wealth Partners's Quad position peaked at $58K in Q3 2021.
101 funds tracked by Wall St. Rank held Quad as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.