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IAG Wealth Partners’s Sphere Entertainment SPHR Stock Holding History

IAG Wealth Partners’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-33
Closed -$3K – 477
2022
Q1 		$3K Hold
33
– – ﹤0.01% 385
2021
Q4 		$2K Hold
33
– – ﹤0.01% 378
2021
Q3 		$3K Hold
33
– – ﹤0.01% 351
2021
Q2 		$3K Hold
33
– – ﹤0.01% 338
2021
Q1 		$3K Hold
33
– – ﹤0.01% 336
2020
Q4 		$4K Hold
33
– – ﹤0.01% 309
2020
Q3 		$3K Hold
33
– – ﹤0.01% 311
2020
Q2 		$3K Buy
+33
New +$2.54K ﹤0.01% 327

Other funds holding SPHR

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

IAG Wealth Partners's SPHR Position: Q2 2022 in Review

IAG Wealth Partners sold out of Sphere Entertainment (SPHR) in Q2 2022, closing a stake of 33 shares — an estimated $3K sold.

IAG Wealth Partners first reported a position in SPHR in Q2 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2020. 207 funds tracked by Wall St. Rank hold SPHR as of Q2 2022.

  • IAG Wealth Partners reported no remaining Sphere Entertainment position as of Q2 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 33 Sphere Entertainment shares in Q2 2022, an estimated $3K.
  • IAG Wealth Partners first reported a position in Sphere Entertainment in Q2 2020 and held it in 8 quarters.
  • IAG Wealth Partners's Sphere Entertainment position peaked at $4K in Q4 2020.
  • 207 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.