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IAG Wealth Partners’s Siebert Financial SIEB Stock Holding History

IAG Wealth Partners’s Portfolio SIEB Stock Details SIEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$1K – 398
2021
Q2 		$1K Hold
100
– – ﹤0.01% 362
2021
Q1 		$1K Hold
100
– – ﹤0.01% 360
2020
Q4 		$1K Hold
100
– – ﹤0.01% 346
2020
Q3 		$1K Hold
100
– – ﹤0.01% 344
2020
Q2 		$1K Hold
100
– – ﹤0.01% 405
2020
Q1 		$1K Hold
100
– – ﹤0.01% 402
2019
Q4 		$1K Buy
+100
New +$957 ﹤0.01% 423

Other funds holding SIEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IAG Wealth Partners's SIEB Position: Q3 2021 in Review

IAG Wealth Partners sold out of Siebert Financial (SIEB) in Q3 2021, closing a stake of 100 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in SIEB in Q4 2019 and held it in 7 quarters. The position peaked at $1K in Q2 2021. 24 funds tracked by Wall St. Rank hold SIEB as of Q3 2021.

  • IAG Wealth Partners reported no remaining Siebert Financial position as of Q3 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 100 Siebert Financial shares in Q3 2021, an estimated $1K.
  • IAG Wealth Partners first reported a position in Siebert Financial in Q4 2019 and held it in 7 quarters.
  • IAG Wealth Partners's Siebert Financial position peaked at $1K in Q2 2021.
  • 24 funds tracked by Wall St. Rank held Siebert Financial as of Q3 2021.

Based on IAG Wealth Partners's 13F filing for Q3 2021, filed 4 Nov 2021.