IA
SGRP

IAM Advisory’s SPAR Group SGRP Stock Holding History

IAM Advisory’s Portfolio SGRP Stock Details SGRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,393
Closed -$32.3K – 107
2024
Q2 		$32.3K Buy
+13,393
New +$26.8K 0.01% 98

Other funds holding SGRP

RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAM Advisory's SGRP Position: Q3 2024 in Review

IAM Advisory sold out of SPAR Group (SGRP) in Q3 2024, closing a stake of 13,393 shares — an estimated $32.3K sold.

IAM Advisory first reported a position in SGRP in Q2 2024 and held it in 1 quarter. The position peaked at $32.3K in Q2 2024. 28 funds tracked by Wall St. Rank hold SGRP as of Q3 2024.

  • IAM Advisory reported no remaining SPAR Group position as of Q3 2024 after selling out during the quarter.
  • IAM Advisory sold 13,393 SPAR Group shares in Q3 2024, an estimated $32.3K.
  • IAM Advisory first reported a position in SPAR Group in Q2 2024 and held it in 1 quarter.
  • IAM Advisory's SPAR Group position peaked at $32.3K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held SPAR Group as of Q3 2024.

Based on IAM Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.