WMS Partners’s Inuvo INUV Stock Holding History

WMS Partners’s Portfolio INUV Stock Details INUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,000	Closed	-$8.75K	–	297
2023 Q1	$8.75K	Hold	3,000	–	–	﹤0.01%	277
2022 Q4	$6.64K	Hold	3,000	–	–	﹤0.01%	273
2022 Q3	$12K	Hold	3,000	–	–	﹤0.01%	256
2022 Q2	$15K	Hold	3,000	–	–	﹤0.01%	256
2022 Q1	$15K	Hold	3,000	–	–	﹤0.01%	268
2021 Q4	$16K	Hold	3,000	–	–	﹤0.01%	223
2021 Q3	$21K	Hold	3,000	–	–	﹤0.01%	277
2021 Q2	$29K	Hold	3,000	–	–	﹤0.01%	260
2021 Q1	$31K	Hold	3,000	–	–	0.01%	226
2020 Q4	$14K	Hold	3,000	–	–	﹤0.01%	239
2020 Q3	$11K	Hold	3,000	–	–	﹤0.01%	235
2020 Q2	$16K	Sell	3,000 -1,052	-26%	-$4.34K	﹤0.01%	211
2020 Q1	$10K	Buy	+4,052	New	+$11.3K	﹤0.01%	191

Other funds holding INUV

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WMS Partners's INUV Position: Q2 2023 in Review

WMS Partners sold out of Inuvo (INUV) in Q2 2023, closing a stake of 3,000 shares — an estimated $8.75K sold.

WMS Partners first reported a position in INUV in Q1 2020 and held it in 13 quarters. The position peaked at $31K in Q1 2021. 35 funds tracked by Wall St. Rank hold INUV as of Q2 2023.

WMS Partners reported no remaining Inuvo position as of Q2 2023 after selling out during the quarter.
WMS Partners sold 3,000 Inuvo shares in Q2 2023, an estimated $8.75K.
WMS Partners first reported a position in Inuvo in Q1 2020 and held it in 13 quarters.
WMS Partners's Inuvo position peaked at $31K in Q1 2021.
35 funds tracked by Wall St. Rank held Inuvo as of Q2 2023.

Based on WMS Partners's 13F filing for Q2 2023, filed 14 Aug 2023.