IA
IZEA icon

IFP Advisors’s IZEA Worldwide IZEA Stock Holding History

IFP Advisors’s Portfolio IZEA Stock Details IZEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-206
Closed -$476 – 3282
2024
Q1 		$476 Hold
206
– – ﹤0.01% 2984
2023
Q4 		$414 Hold
206
– – ﹤0.01% 2892
2023
Q3 		$449 Sell
206
-822
-80% -$1.89K ﹤0.01% 3116
2023
Q2 		$2.96K Buy
1,028
+822
+399% +$2.15K ﹤0.01% 2741
2023
Q1 		$1.26K Sell
206
-3,751
-95% -$9.66K ﹤0.01% 3037
2022
Q4 		$24K Sell
3,957
-2,927
-43% -$7.68K ﹤0.01% 2751
2022
Q3 		$42K Hold
6,884
– – ﹤0.01% 2499
2022
Q2 		$42K Hold
6,884
– – ﹤0.01% 2284
2022
Q1 		$42K Buy
6,884
+6,678
+3,242% +$31.3K ﹤0.01% 2284
2021
Q4 		$1K Hold
206
– – ﹤0.01% 3035
2021
Q3 		$2K Hold
206
– – ﹤0.01% 2869
2021
Q2 		$2K Sell
206
-44
-18% -$578 ﹤0.01% 2750
2021
Q1 		$4K Sell
250
-1,375
-85% -$22.7K ﹤0.01% 2477
2020
Q4 		$12K Buy
+1,625
New +$6.25K ﹤0.01% 1988
2020
Q3 		– Sell
-750
Closed -$3.47K – 2927
2020
Q2 		$4K Buy
+750
New +$2.1K ﹤0.01% 2175
2018
Q2 		– Sell
-250
Closed -$5K – 3964
2018
Q1 		$5K Hold
250
– – ﹤0.01% 3173
2017
Q4 		$5K Hold
250
– – ﹤0.01% 3220
2017
Q3 		$7K Buy
+250
New +$2.17K ﹤0.01% 3224

Other funds holding IZEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

IFP Advisors's IZEA Position: Q2 2024 in Review

IFP Advisors sold out of IZEA Worldwide (IZEA) in Q2 2024, closing a stake of 206 shares — an estimated $476 sold.

IFP Advisors first reported a position in IZEA in Q3 2017 and held it in 18 quarters. The position peaked at $42K in Q3 2022. 23 funds tracked by Wall St. Rank hold IZEA as of Q2 2024.

  • IFP Advisors reported no remaining IZEA Worldwide position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 206 IZEA Worldwide shares in Q2 2024, an estimated $476.
  • IFP Advisors first reported a position in IZEA Worldwide in Q3 2017 and held it in 18 quarters.
  • IFP Advisors's IZEA Worldwide position peaked at $42K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held IZEA Worldwide as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.