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QUAD icon

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

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MVP
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Hotchkis & Wiley Capital Management
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LSV Asset Management
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return