IAM Advisory’s Quad QUAD Stock Holding History

IAM Advisory’s Portfolio QUAD Stock Details QUAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,000	Closed	-$40.8K	–	98
2022 Q4	$40.8K	Buy	+10,000	New	+$31.8K	0.02%	83

Other funds holding QUAD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

IAM Advisory's QUAD Position: Q1 2023 in Review

IAM Advisory sold out of Quad (QUAD) in Q1 2023, closing a stake of 10,000 shares — an estimated $40.8K sold.

IAM Advisory first reported a position in QUAD in Q4 2022 and held it in 1 quarter. The position peaked at $40.8K in Q4 2022. 89 funds tracked by Wall St. Rank hold QUAD as of Q1 2023.

IAM Advisory reported no remaining Quad position as of Q1 2023 after selling out during the quarter.
IAM Advisory sold 10,000 Quad shares in Q1 2023, an estimated $40.8K.
IAM Advisory first reported a position in Quad in Q4 2022 and held it in 1 quarter.
IAM Advisory's Quad position peaked at $40.8K in Q4 2022.
89 funds tracked by Wall St. Rank held Quad as of Q1 2023.

Based on IAM Advisory's 13F filing for Q1 2023, filed 10 Apr 2023.