IWP
SQBG

IAG Wealth Partners’s Sequential Brands Group, Inc. SQBG Stock Holding History

IAG Wealth Partners’s Portfolio SQBG Stock Details SQBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3
Closed -$1K – 392
2020
Q4 		$1K Hold
3
– – ﹤0.01% 353
2020
Q3 		$1K Sell
3
-1
-25% -$6 ﹤0.01% 352
2020
Q2 		$1K Hold
4
– – ﹤0.01% 419
2020
Q1 		$1K Hold
4
– – ﹤0.01% 418
2019
Q4 		$1K Buy
+4
New +$58 ﹤0.01% 433

Other funds holding SQBG

SGA
Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAG Wealth Partners's SQBG Position: Q1 2021 in Review

IAG Wealth Partners sold out of Sequential Brands Group, Inc. (SQBG) in Q1 2021, closing a stake of 3 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in SQBG in Q4 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 20 funds tracked by Wall St. Rank hold SQBG as of Q1 2021.

  • IAG Wealth Partners reported no remaining Sequential Brands Group, Inc. position as of Q1 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 3 Sequential Brands Group, Inc. shares in Q1 2021, an estimated $1K.
  • IAG Wealth Partners first reported a position in Sequential Brands Group, Inc. in Q4 2019 and held it in 5 quarters.
  • IAG Wealth Partners's Sequential Brands Group, Inc. position peaked at $1K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held Sequential Brands Group, Inc. as of Q1 2021.

Based on IAG Wealth Partners's 13F filing for Q1 2021, filed 29 Apr 2021.