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WealthShield Partners’s i3 Verticals IIIV Stock Holding History

WealthShield Partners’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-15,503
Closed -$375K – 291
2021
Q3 		$375K Buy
+15,503
New +$447K 0.1% 170
2021
Q2 		– Sell
-11,654
Closed -$363K – 939
2021
Q1 		$363K Buy
11,654
+4,654
+66% +$148K 0.07% 182
2020
Q4 		$232K Buy
+7,000
New +$188K 0.04% 265

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

WealthShield Partners's IIIV Position: Q4 2021 in Review

WealthShield Partners sold out of i3 Verticals (IIIV) in Q4 2021, closing a stake of 15,503 shares — an estimated $375K sold.

WealthShield Partners first reported a position in IIIV in Q4 2020 and held it in 3 quarters. The position peaked at $375K in Q3 2021. 115 funds tracked by Wall St. Rank hold IIIV as of Q4 2021.

  • WealthShield Partners reported no remaining i3 Verticals position as of Q4 2021 after selling out during the quarter.
  • WealthShield Partners sold 15,503 i3 Verticals shares in Q4 2021, an estimated $375K.
  • WealthShield Partners first reported a position in i3 Verticals in Q4 2020 and held it in 3 quarters.
  • WealthShield Partners's i3 Verticals position peaked at $375K in Q3 2021.
  • 115 funds tracked by Wall St. Rank held i3 Verticals as of Q4 2021.

Based on WealthShield Partners's 13F filing for Q4 2021, filed 10 Feb 2022.