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Newbridge Financial Services Group’s IES Holdings IESC Stock Holding History

Newbridge Financial Services Group’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-45
Closed -$3.56K – 1230
2023
Q4 		$3.56K Buy
+45
New +$3.14K ﹤0.01% 902

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newbridge Financial Services Group's IESC Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of IES Holdings (IESC) in Q1 2024, closing a stake of 45 shares — an estimated $3.56K sold.

Newbridge Financial Services Group first reported a position in IESC in Q4 2023 and held it in 1 quarter. The position peaked at $3.56K in Q4 2023. 158 funds tracked by Wall St. Rank hold IESC as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining IES Holdings position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 45 IES Holdings shares in Q1 2024, an estimated $3.56K.
  • Newbridge Financial Services Group first reported a position in IES Holdings in Q4 2023 and held it in 1 quarter.
  • Newbridge Financial Services Group's IES Holdings position peaked at $3.56K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held IES Holdings as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.