Mount Yale Investment Advisors’s Intelligent Protection Management Corp IPM Stock Holding History

Mount Yale Investment Advisors’s Portfolio IPM Stock Details IPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-11,805	Closed	-$125K	–	502
2021 Q3	$125K	Buy	+11,805	New	+$45.1K	0.01%	456

Other funds holding IPM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BAM

Blueshift Asset Management Red Bank, New Jersey $330M AUM 7.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Mount Yale Investment Advisors's IPM Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of Intelligent Protection Management Corp (IPM) in Q4 2021, closing a stake of 11,805 shares — an estimated $125K sold.

Mount Yale Investment Advisors first reported a position in IPM in Q3 2021 and held it in 1 quarter. The position peaked at $125K in Q3 2021. 13 funds tracked by Wall St. Rank hold IPM as of Q4 2021.

Mount Yale Investment Advisors reported no remaining Intelligent Protection Management Corp position as of Q4 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 11,805 Intelligent Protection Management Corp shares in Q4 2021, an estimated $125K.
Mount Yale Investment Advisors first reported a position in Intelligent Protection Management Corp in Q3 2021 and held it in 1 quarter.
Mount Yale Investment Advisors's Intelligent Protection Management Corp position peaked at $125K in Q3 2021.
13 funds tracked by Wall St. Rank held Intelligent Protection Management Corp as of Q4 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.