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Raleigh Capital Management’s i3 Verticals IIIV Stock Holding History

Raleigh Capital 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
-1
Closed -$22 – 990
2023
Q2 		$22 Sell
1
-99
-99% -$2.31K ﹤0.01% 831
2023
Q1 		$2.45K Buy
100
+4
+4% +$105 ﹤0.01% 749
2022
Q4 		$2.34K Buy
+96
New +$2.17K ﹤0.01% 662

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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

Raleigh Capital Management's IIIV Position: Q3 2023 in Review

Raleigh Capital Management sold out of i3 Verticals (IIIV) in Q3 2023, closing a stake of 1 share — an estimated $22 sold.

Raleigh Capital Management first reported a position in IIIV in Q4 2022 and held it in 3 quarters. The position peaked at $2.45K in Q1 2023. 137 funds tracked by Wall St. Rank hold IIIV as of Q3 2023.

  • Raleigh Capital Management reported no remaining i3 Verticals position as of Q3 2023 after selling out during the quarter.
  • Raleigh Capital Management sold 1 i3 Verticals share in Q3 2023, an estimated $22.
  • Raleigh Capital Management first reported a position in i3 Verticals in Q4 2022 and held it in 3 quarters.
  • Raleigh Capital Management's i3 Verticals position peaked at $2.45K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2023.

Based on Raleigh Capital Management's 13F filing for Q3 2023, filed 6 Dec 2023.