Stonebridge Capital Advisors’s IAMGOLD IAG Stock Holding History

Stonebridge Capital 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 Q4	–	Sell	-100	Closed	-$215	–	484
2023 Q3	$215	Hold	100	–	–	﹤0.01%	895
2023 Q2	$263	Hold	100	–	–	﹤0.01%	900
2023 Q1	$271	Hold	100	–	–	﹤0.01%	910
2022 Q4	$258	Hold	100	–	–	﹤0.01%	924
2022 Q3	$0	Hold	100	–	–	﹤0.01%	1053
2022 Q2	$0	Hold	100	–	–	﹤0.01%	986
2022 Q1	$0	Hold	100	–	–	﹤0.01%	1054
2021 Q4	$0	Hold	100	–	–	﹤0.01%	999
2021 Q3	$0	Sell	100 -100	-50%	-$250	﹤0.01%	1011
2021 Q2	$0	Buy	200 +100	+100%	+$337	﹤0.01%	1027
2021 Q1	$0	Buy	+100	New	+$331	﹤0.01%	962
2020 Q3	–	Sell	-100	Closed	–	–	406
2020 Q2	$0	Hold	100	–	–	﹤0.01%	809
2020 Q1	$0	Hold	100	–	–	﹤0.01%	812
2019 Q4	$0	Hold	100	–	–	﹤0.01%	881
2019 Q3	$0	Hold	100	–	–	﹤0.01%	904
2019 Q2	$0	Buy	+100	New	+$292	﹤0.01%	908

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

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

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

PSAMP

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

PCP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stonebridge Capital Advisors's IAG Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of IAMGOLD (IAG) in Q4 2023, closing a stake of 100 shares — an estimated $215 sold.

Stonebridge Capital Advisors first reported a position in IAG in Q2 2019 and held it in 16 quarters. The position peaked at $271 in Q1 2023. 141 funds tracked by Wall St. Rank hold IAG as of Q4 2023.

Stonebridge Capital Advisors reported no remaining IAMGOLD position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 100 IAMGOLD shares in Q4 2023, an estimated $215.
Stonebridge Capital Advisors first reported a position in IAMGOLD in Q2 2019 and held it in 16 quarters.
Stonebridge Capital Advisors's IAMGOLD position peaked at $271 in Q1 2023.
141 funds tracked by Wall St. Rank held IAMGOLD as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.