IHWM
YETI icon

Iron Horse Wealth Management’s Yeti Holdings YETI Stock Holding History

Iron Horse Wealth Management’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-167
Closed -$8.05K – 523
2023
Q3 		$8.05K Buy
+167
New +$7.43K ﹤0.01% 208

Other funds holding YETI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Iron Horse Wealth Management sold out of Yeti Holdings (YETI) in Q4 2023, closing a stake of 167 shares — an estimated $8.05K sold.

Iron Horse Wealth Management first reported a position in YETI in Q3 2023 and held it in 1 quarter. The position peaked at $8.05K in Q3 2023. 378 funds tracked by Wall St. Rank hold YETI as of Q4 2023.

  • Iron Horse Wealth Management reported no remaining Yeti Holdings position as of Q4 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 167 Yeti Holdings shares in Q4 2023, an estimated $8.05K.
  • Iron Horse Wealth Management first reported a position in Yeti Holdings in Q3 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's Yeti Holdings position peaked at $8.05K in Q3 2023.
  • 378 funds tracked by Wall St. Rank held Yeti Holdings as of Q4 2023.

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