SPIA
IPM

Steward Partners Investment Advisory’s Intelligent Protection Management Corp IPM Stock Holding History

Steward Partners Investment Advisory’s Portfolio IPM Stock Details IPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,400
Closed -$2.79K – 4172
2024
Q4 		$2.79K Sell
1,400
-7,850
-85% -$16.4K ﹤0.01% 3552
2024
Q3 		$29.9K Buy
+9,250
New +$35.7K ﹤0.01% 2472

Other funds holding IPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Partners Investment Advisory's IPM Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Intelligent Protection Management Corp (IPM) in Q1 2025, closing a stake of 1,400 shares — an estimated $2.79K sold.

Steward Partners Investment Advisory first reported a position in IPM in Q3 2024 and held it in 2 quarters. The position peaked at $29.9K in Q3 2024. 9 funds tracked by Wall St. Rank hold IPM as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Intelligent Protection Management Corp position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,400 Intelligent Protection Management Corp shares in Q1 2025, an estimated $2.79K.
  • Steward Partners Investment Advisory first reported a position in Intelligent Protection Management Corp in Q3 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Intelligent Protection Management Corp position peaked at $29.9K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Intelligent Protection Management Corp as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.