Iron Horse Wealth Management’s Bumble BMBL Stock Holding History

Iron Horse Wealth Management’s Portfolio BMBL Stock Details BMBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-214	Closed	-$3.19K	–	502
2023 Q3	$3.19K	Buy	+214	New	+$3.62K	﹤0.01%	307

Other funds holding BMBL

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AGFVA

Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Iron Horse Wealth Management's BMBL Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of Bumble (BMBL) in Q4 2023, closing a stake of 214 shares — an estimated $3.19K sold.

Iron Horse Wealth Management first reported a position in BMBL in Q3 2023 and held it in 1 quarter. The position peaked at $3.19K in Q3 2023. 217 funds tracked by Wall St. Rank hold BMBL as of Q4 2023.

Iron Horse Wealth Management reported no remaining Bumble position as of Q4 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 214 Bumble shares in Q4 2023, an estimated $3.19K.
Iron Horse Wealth Management first reported a position in Bumble in Q3 2023 and held it in 1 quarter.
Iron Horse Wealth Management's Bumble position peaked at $3.19K in Q3 2023.
217 funds tracked by Wall St. Rank held Bumble as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.