IPW
SILK

Impact Partnership Wealth’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

Impact Partnership Wealth’s Portfolio SILK Stock Details SILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-24
Closed -$780 – 1241
2023
Q2 		$780 Buy
+24
New +$876 ﹤0.01% 825

Other funds holding SILK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Impact Partnership Wealth's SILK Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q3 2023, closing a stake of 24 shares — an estimated $780 sold.

Impact Partnership Wealth first reported a position in SILK in Q2 2023 and held it in 1 quarter. The position peaked at $780 in Q2 2023. 166 funds tracked by Wall St. Rank hold SILK as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Silk Road Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 24 Silk Road Medical, Inc. Common Stock shares in Q3 2023, an estimated $780.
  • Impact Partnership Wealth first reported a position in Silk Road Medical, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Silk Road Medical, Inc. Common Stock position peaked at $780 in Q2 2023.
  • 166 funds tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.