IA
ROI

IFP Advisors’s RiskOn International, Inc. Common Stock ROI Stock Holding History

IFP Advisors’s Portfolio ROI Stock Details ROI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-453
Closed -$130K – 4560
2022
Q4 		$130K Hold
453
– – ﹤0.01% 1599
2022
Q3 		$130K Buy
453
+34
+8% +$2.04K ﹤0.01% 1682
2022
Q2 		$121K Hold
419
– – ﹤0.01% 1571
2022
Q1 		$121K Buy
+419
New +$31.2K ﹤0.01% 1571

Other funds holding ROI

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $711M AUM 32.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's ROI Position: Q1 2023 in Review

IFP Advisors sold out of RiskOn International, Inc. Common Stock (ROI) in Q1 2023, closing a stake of 453 shares — an estimated $130K sold.

IFP Advisors first reported a position in ROI in Q1 2022 and held it in 4 quarters. The position peaked at $130K in Q4 2022. 38 funds tracked by Wall St. Rank hold ROI as of Q1 2023.

  • IFP Advisors reported no remaining RiskOn International, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 453 RiskOn International, Inc. Common Stock shares in Q1 2023, an estimated $130K.
  • IFP Advisors first reported a position in RiskOn International, Inc. Common Stock in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's RiskOn International, Inc. Common Stock position peaked at $130K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held RiskOn International, Inc. Common Stock as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.