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Robertson Stephens Wealth Management’s International Money Express IMXI Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IMXI Stock Details IMXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-57,323
Closed -$1.19M – 629
2024
Q2 		$1.19M Sell
57,323
-35,793
-38% -$754K 0.06% 201
2024
Q1 		$2.13M Buy
93,116
+11,771
+14% +$247K 0.11% 149
2023
Q4 		$1.8M Buy
81,345
+120
+0.1% +$2.3K 0.11% 154
2023
Q3 		$1.38M Buy
81,225
+7,002
+9% +$141K 0.09% 168
2023
Q2 		$1.82M Buy
74,223
+623
+0.8% +$15.3K 0.13% 138
2023
Q1 		$1.9M Buy
73,600
+5,188
+8% +$126K 0.15% 127
2022
Q4 		$1.67M Buy
68,412
+1,805
+3% +$41.4K 0.16% 128
2022
Q3 		$1.52M Buy
66,607
+4,997
+8% +$117K 0.16% 115
2022
Q2 		$1.26M Sell
61,610
-5,871
-9% -$118K 0.12% 141
2022
Q1 		$1.39M Buy
67,481
+19,644
+41% +$338K 0.12% 148
2021
Q4 		$763K Buy
47,837
+7,863
+20% +$127K 0.06% 209
2021
Q3 		$667K Buy
39,974
+9,693
+32% +$162K 0.08% 168
2021
Q2 		$449K Buy
+30,281
New +$454K 0.05% 217

Other funds holding IMXI

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
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Robertson Stephens Wealth Management's IMXI Position: Q3 2024 in Review

Robertson Stephens Wealth Management sold out of International Money Express (IMXI) in Q3 2024, closing a stake of 57,323 shares — an estimated $1.19M sold.

Robertson Stephens Wealth Management first reported a position in IMXI in Q2 2021 and held it in 13 quarters. The position peaked at $2.13M in Q1 2024. 166 funds tracked by Wall St. Rank hold IMXI as of Q3 2024.

  • Robertson Stephens Wealth Management reported no remaining International Money Express position as of Q3 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 57,323 International Money Express shares in Q3 2024, an estimated $1.19M.
  • Robertson Stephens Wealth Management first reported a position in International Money Express in Q2 2021 and held it in 13 quarters.
  • Robertson Stephens Wealth Management's International Money Express position peaked at $2.13M in Q1 2024.
  • 166 funds tracked by Wall St. Rank held International Money Express as of Q3 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.