IAIM
NOTE

International Assets Investment Management’s FiscalNote NOTE Stock Holding History

International Assets Investment Management’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,791
Closed -$7.04K – 2324
2025
Q4 		$7.04K Buy
+4,791
New +$14.6K ﹤0.01% 1747
2025
Q3 		– Sell
-13,236
Closed -$85.2K – 850
2025
Q2 		$85.2K Buy
13,236
+2,666
+25% +$20K 0.01% 811
2025
Q1 		$102K Sell
10,570
-912
-8% -$13.7K 0.01% 749
2024
Q4 		$143K Buy
11,482
+261
+2% +$3.18K 0.01% 773
2024
Q3 		$105K Buy
11,221
+2,913
+35% +$50.7K 0.29% 86
2024
Q2 		$146K Sell
8,308
-792
-9% -$12.6K 0.01% 816
2024
Q1 		$137K Buy
9,100
+3,092
+51% +$52.3K 0.01% 715
2023
Q4 		$82.2K Buy
6,008
+3,700
+160% +$61K 0.01% 685
2023
Q3 		$51.8K Buy
2,308
+1,275
+123% +$43.6K 0.01% 588
2023
Q2 		$45.1K Buy
+1,033
New +$29K 0.01% 590

Other funds holding NOTE

Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

International Assets Investment Management's NOTE Position: Q1 2026 in Review

International Assets Investment Management sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 4,791 shares — an estimated $7.04K sold.

International Assets Investment Management first reported a position in NOTE in Q2 2023 and held it in 10 quarters. The position peaked at $146K in Q2 2024. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • International Assets Investment Management reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
  • International Assets Investment Management sold 4,791 FiscalNote shares in Q1 2026, an estimated $7.04K.
  • International Assets Investment Management first reported a position in FiscalNote in Q2 2023 and held it in 10 quarters.
  • International Assets Investment Management's FiscalNote position peaked at $146K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.