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 – 395
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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $3.85B AUM 32.11% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return