Ropes Wealth Advisors’s IAMGOLD IAG Stock Holding History

Ropes Wealth Advisors’s Portfolio IAG Stock Details IAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$45.1K	Hold	21,000	–	–	0.01%	251
2023 Q2	$55.2K	Hold	21,000	–	–	0.01%	273
2023 Q1	$56.9K	Hold	21,000	–	–	0.01%	259
2022 Q4	$54.2K	Hold	21,000	–	–	0.01%	266
2022 Q3	$22K	Hold	21,000	–	–	﹤0.01%	253
2022 Q2	$34K	Hold	21,000	–	–	0.01%	265
2022 Q1	$73K	Hold	21,000	–	–	0.01%	286
2021 Q4	$66K	Hold	21,000	–	–	0.01%	267
2021 Q3	$47K	Hold	21,000	–	–	0.01%	274
2021 Q2	$62K	Hold	21,000	–	–	0.01%	266
2021 Q1	$70K	Hold	21,000	–	–	0.01%	244
2020 Q4	$77K	Hold	21,000	–	–	0.01%	336
2020 Q3	$80K	Hold	21,000	–	–	0.02%	293
2020 Q2	$83K	Hold	21,000	–	–	0.02%	272
2020 Q1	$48K	Hold	21,000	–	–	0.01%	289
2019 Q4	$78K	Hold	21,000	–	–	0.02%	296
2019 Q3	$72K	Buy	+21,000	New	+$75.5K	0.02%	308

Other funds holding IAG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Ropes Wealth Advisors's IAG Position: Q3 2023 in Review

Ropes Wealth Advisors held its IAMGOLD (IAG) position steady in Q3 2023 at 21,000 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #251.

Ropes Wealth Advisors first reported a position in IAG in Q3 2019 and has held it in 17 quarters since. The position peaked at $83K in Q2 2020. 139 funds tracked by Wall St. Rank hold IAG as of Q3 2023.

Ropes Wealth Advisors held 21,000 shares of IAMGOLD worth $45.1K as of Q3 2023.
Ropes Wealth Advisors left its IAMGOLD share count unchanged in Q3 2023.
IAMGOLD made up 0.01% of Ropes Wealth Advisors's portfolio in Q3 2023, its #251 holding.
Ropes Wealth Advisors first reported a position in IAMGOLD in Q3 2019 and has held it in 17 quarters since.
Ropes Wealth Advisors's IAMGOLD position peaked at $83K in Q2 2020.
139 funds tracked by Wall St. Rank held IAMGOLD as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.