Selective Wealth Management’s IAMGOLD IAG Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-700	Closed	-$1K	–	386
2022 Q3	$1K	Hold	700	–	–	﹤0.01%	727
2022 Q2	$1K	Hold	700	–	–	﹤0.01%	723
2022 Q1	$2K	Hold	700	–	–	﹤0.01%	660
2021 Q4	$2K	Hold	700	–	–	﹤0.01%	606
2021 Q3	$2K	Buy	+700	New	+$1.75K	﹤0.01%	542
2018 Q3	$4K	Buy	+1,000	New	+$4.76K	0.05%	126

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

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

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

PCP

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

PSAMP

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Selective Wealth Management's IAG Position: Q4 2022 in Review

Selective Wealth Management sold out of IAMGOLD (IAG) in Q4 2022, closing a stake of 700 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in IAG in Q3 2018 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 134 funds tracked by Wall St. Rank hold IAG as of Q4 2022.

Selective Wealth Management reported no remaining IAMGOLD position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 700 IAMGOLD shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in IAMGOLD in Q3 2018 and held it in 6 quarters.
Selective Wealth Management's IAMGOLD position peaked at $4K in Q3 2018.
134 funds tracked by Wall St. Rank held IAMGOLD as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.