IWM
FPAY

IHT Wealth Management’s FlexShopper FPAY Stock Holding History

IHT Wealth Management’s Portfolio FPAY Stock Details FPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,000
Closed -$17.9K – 1161
2024
Q2 		$17.9K Buy
+14,000
New +$16.1K ﹤0.01% 1019

Other funds holding FPAY

WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 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

IHT Wealth Management's FPAY Position: Q3 2024 in Review

IHT Wealth Management sold out of FlexShopper (FPAY) in Q3 2024, closing a stake of 14,000 shares — an estimated $17.9K sold.

IHT Wealth Management first reported a position in FPAY in Q2 2024 and held it in 1 quarter. The position peaked at $17.9K in Q2 2024. 18 funds tracked by Wall St. Rank hold FPAY as of Q3 2024.

  • IHT Wealth Management reported no remaining FlexShopper position as of Q3 2024 after selling out during the quarter.
  • IHT Wealth Management sold 14,000 FlexShopper shares in Q3 2024, an estimated $17.9K.
  • IHT Wealth Management first reported a position in FlexShopper in Q2 2024 and held it in 1 quarter.
  • IHT Wealth Management's FlexShopper position peaked at $17.9K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held FlexShopper as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.