MGIA
BACK

Moneta Group Investment Advisors’s IMAC Holdings, Inc. Common Stock BACK Stock Holding History

Moneta Group Investment Advisors’s Portfolio BACK Stock Details BACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-347
Closed -$1.15K – 565
2023
Q2 		$1.15K Hold
347
– – ﹤0.01% 545
2023
Q1 		$1.49K Buy
347
+145
+72% +$1.05K ﹤0.01% 540
2022
Q4 		$2.08K Sell
202
-150
-43% -$1.45K ﹤0.01% 456
2022
Q3 		$4K Sell
352
-50
-12% -$1.06K ﹤0.01% 431
2022
Q2 		$10K Buy
+402
New +$11.1K ﹤0.01% 465

Other funds holding BACK

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moneta Group Investment Advisors's BACK Position: Q3 2023 in Review

Moneta Group Investment Advisors sold out of IMAC Holdings, Inc. Common Stock (BACK) in Q3 2023, closing a stake of 347 shares — an estimated $1.15K sold.

Moneta Group Investment Advisors first reported a position in BACK in Q2 2022 and held it in 5 quarters. The position peaked at $10K in Q2 2022. 6 funds tracked by Wall St. Rank hold BACK as of Q3 2023.

  • Moneta Group Investment Advisors reported no remaining IMAC Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 347 IMAC Holdings, Inc. Common Stock shares in Q3 2023, an estimated $1.15K.
  • Moneta Group Investment Advisors first reported a position in IMAC Holdings, Inc. Common Stock in Q2 2022 and held it in 5 quarters.
  • Moneta Group Investment Advisors's IMAC Holdings, Inc. Common Stock position peaked at $10K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held IMAC Holdings, Inc. Common Stock as of Q3 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.