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IAG Wealth Partners’s Rafael Holdings RFL Stock Holding History

IAG Wealth Partners’s Portfolio RFL Stock Details RFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-94
Closed – – 477
2022
Q3 		$0 Hold
94
– – ﹤0.01% 471
2022
Q2 		$0 Hold
94
– – ﹤0.01% 474
2022
Q1 		$0 Hold
94
– – ﹤0.01% 463
2021
Q4 		$0 Buy
+94
New +$1.26K ﹤0.01% 426

Other funds holding RFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

IAG Wealth Partners's RFL Position: Q4 2022 in Review

IAG Wealth Partners sold out of Rafael Holdings (RFL) in Q4 2022, closing a stake of 94 shares.

IAG Wealth Partners first reported a position in RFL in Q4 2021 and held it in 4 quarters. The position peaked at $0 in Q3 2022. 43 funds tracked by Wall St. Rank hold RFL as of Q4 2022.

  • IAG Wealth Partners reported no remaining Rafael Holdings position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 94 Rafael Holdings shares in Q4 2022.
  • IAG Wealth Partners first reported a position in Rafael Holdings in Q4 2021 and held it in 4 quarters.
  • IAG Wealth Partners's Rafael Holdings position peaked at $0 in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Rafael Holdings as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.