IFO
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Independent Family Office’s P3 Health Partners PIII Stock Holding History

Independent Family Office’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-220
Closed -$15.5K – 77
2023
Q4 		$15.5K Buy
+220
New +$15.2K 0.01% 73

Other funds holding PIII

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EL
EMFO LLC Weston, Florida $112M AUM 18.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Independent Family Office's PIII Position: Q1 2024 in Review

Independent Family Office sold out of P3 Health Partners (PIII) in Q1 2024, closing a stake of 220 shares — an estimated $15.5K sold.

Independent Family Office first reported a position in PIII in Q4 2023 and held it in 1 quarter. The position peaked at $15.5K in Q4 2023. 62 funds tracked by Wall St. Rank hold PIII as of Q1 2024.

  • Independent Family Office reported no remaining P3 Health Partners position as of Q1 2024 after selling out during the quarter.
  • Independent Family Office sold 220 P3 Health Partners shares in Q1 2024, an estimated $15.5K.
  • Independent Family Office first reported a position in P3 Health Partners in Q4 2023 and held it in 1 quarter.
  • Independent Family Office's P3 Health Partners position peaked at $15.5K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held P3 Health Partners as of Q1 2024.

Based on Independent Family Office's 13F filing for Q1 2024, filed 29 Apr 2024.