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Proficio Capital Partners’s i3 Verticals IIIV Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-82
Closed -$2K – 792
2019
Q2 		$2K Hold
82
– – ﹤0.01% 1545
2019
Q1 		$2K Buy
+82
New +$1.91K ﹤0.01% 1366

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RIM
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HFA
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Vanguard Group
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DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Proficio Capital Partners's IIIV Position: Q3 2019 in Review

Proficio Capital Partners sold out of i3 Verticals (IIIV) in Q3 2019, closing a stake of 82 shares — an estimated $2K sold.

Proficio Capital Partners first reported a position in IIIV in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 92 funds tracked by Wall St. Rank hold IIIV as of Q3 2019.

  • Proficio Capital Partners reported no remaining i3 Verticals position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 82 i3 Verticals shares in Q3 2019, an estimated $2K.
  • Proficio Capital Partners first reported a position in i3 Verticals in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's i3 Verticals position peaked at $2K in Q2 2019.
  • 92 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.