Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s i3 Verticals IIIV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-670
Closed -$15.3K – 3414
2023
Q2 		$15.3K Buy
+670
New +$15.6K ﹤0.01% 2411

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CC
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Vanguard Group
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RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
VC
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Millennium Management
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HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Northwestern Mutual Wealth Management's IIIV Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of i3 Verticals (IIIV) in Q3 2023, closing a stake of 670 shares — an estimated $15.3K sold.

Northwestern Mutual Wealth Management first reported a position in IIIV in Q2 2023 and held it in 1 quarter. The position peaked at $15.3K in Q2 2023. 137 funds tracked by Wall St. Rank hold IIIV as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining i3 Verticals position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 670 i3 Verticals shares in Q3 2023, an estimated $15.3K.
  • Northwestern Mutual Wealth Management first reported a position in i3 Verticals in Q2 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's i3 Verticals position peaked at $15.3K in Q2 2023.
  • 137 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.