IWM
EB

IHT Wealth Management’s Eventbrite EB Stock Holding History

IHT Wealth Management’s Portfolio EB Stock Details EB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,150
Closed -$121K – 750
2020
Q3 		$121K Sell
11,150
-200
-2% -$1.99K 0.01% 624
2020
Q2 		$97K Sell
11,350
-350
-3% -$3.09K 0.01% 562
2020
Q1 		$85K Sell
11,700
-100
-0.8% -$1.69K 0.01% 517
2019
Q4 		$238K Sell
11,800
-450
-4% -$8.6K 0.03% 516
2019
Q3 		$217K Sell
12,250
-700
-5% -$12.3K 0.03% 521
2019
Q2 		$210K Buy
+12,950
New +$241K 0.03% 484

Other funds holding EB

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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
IC
Immersion Capital London, United Kingdom $87.4M AUM 12.04% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ACP
Atalan Capital Partners New York $1.08B AUM 75.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IHT Wealth Management's EB Position: Q4 2020 in Review

IHT Wealth Management sold out of Eventbrite (EB) in Q4 2020, closing a stake of 11,150 shares — an estimated $121K sold.

IHT Wealth Management first reported a position in EB in Q2 2019 and held it in 6 quarters. The position peaked at $238K in Q4 2019. 152 funds tracked by Wall St. Rank hold EB as of Q4 2020.

  • IHT Wealth Management reported no remaining Eventbrite position as of Q4 2020 after selling out during the quarter.
  • IHT Wealth Management sold 11,150 Eventbrite shares in Q4 2020, an estimated $121K.
  • IHT Wealth Management first reported a position in Eventbrite in Q2 2019 and held it in 6 quarters.
  • IHT Wealth Management's Eventbrite position peaked at $238K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held Eventbrite as of Q4 2020.

Based on IHT Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.