WMA
IRL

Wealth Management Associates’s NEW IRELAND FUND INC IRL Stock Holding History

Wealth Management Associates’s Portfolio IRL Stock Details IRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,930
Closed -$133K – 204
2021
Q4 		$133K Sell
11,930
-8,020
-40% -$99.7K 0.07% 192
2021
Q3 		$246K Buy
19,950
+1,000
+5% +$12.7K 0.14% 163
2021
Q2 		$231K Buy
+18,950
New +$240K 0.13% 180

Other funds holding IRL

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
HPM
Hudson Portfolio Management Garrison, New York $119M AUM 24.19% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Wealth Management Associates's IRL Position: Q1 2022 in Review

Wealth Management Associates sold out of NEW IRELAND FUND INC (IRL) in Q1 2022, closing a stake of 11,930 shares — an estimated $133K sold.

Wealth Management Associates first reported a position in IRL in Q2 2021 and held it in 3 quarters. The position peaked at $246K in Q3 2021. 23 funds tracked by Wall St. Rank hold IRL as of Q1 2022.

  • Wealth Management Associates reported no remaining NEW IRELAND FUND INC position as of Q1 2022 after selling out during the quarter.
  • Wealth Management Associates sold 11,930 NEW IRELAND FUND INC shares in Q1 2022, an estimated $133K.
  • Wealth Management Associates first reported a position in NEW IRELAND FUND INC in Q2 2021 and held it in 3 quarters.
  • Wealth Management Associates's NEW IRELAND FUND INC position peaked at $246K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held NEW IRELAND FUND INC as of Q1 2022.

Based on Wealth Management Associates's 13F filing for Q1 2022, filed 28 May 2025.