NewEdge Advisors’s Intellinetics INLX Stock Holding History

NewEdge Advisors’s Portfolio INLX Stock Details INLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-950	Closed	-$8.39K	–	3897
2024 Q1	$8.39K	Buy	+950	New	+$6.76K	﹤0.01%	2951

Other funds holding INLX

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors's INLX Position: Q2 2024 in Review

NewEdge Advisors sold out of Intellinetics (INLX) in Q2 2024, closing a stake of 950 shares — an estimated $8.39K sold.

NewEdge Advisors first reported a position in INLX in Q1 2024 and held it in 1 quarter. The position peaked at $8.39K in Q1 2024. 10 funds tracked by Wall St. Rank hold INLX as of Q2 2024.

NewEdge Advisors reported no remaining Intellinetics position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 950 Intellinetics shares in Q2 2024, an estimated $8.39K.
NewEdge Advisors first reported a position in Intellinetics in Q1 2024 and held it in 1 quarter.
NewEdge Advisors's Intellinetics position peaked at $8.39K in Q1 2024.
10 funds tracked by Wall St. Rank held Intellinetics as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.