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      <address id=SSjMaZxIp><nobr id=SSjMaZxIp><nobr id=SSjMaZxIp></nobr></nobr></address>

      Current Value of Holding

      $12.8M

      Shares

      423k

      % of Portfolio

      0.12%

      Average Buy Price

      $21.4

      Avg closing price
      Price range

      6 Chuck Royce i3 Verticals Trades

      Chuck Royce's position in i3 Verticals is currently worth $12.8M. That's 0.12% of their equity portfolio (246th largest holding). The investor owns 1.70% of the outstanding i3 Verticals stock. Chuck Royce started to build up the position in i3 Verticals in Q1 2024 and continued to invest until Q4 2024. Since then they sold 118k shares. The stake costed the investor $9.04M, netting the investor a gain of 41% so far.

      Avg closing price
      Price range
      Sold 18.9% shares (-98.5k shares) Q2 2025
      Avg closing price $25.07
      Price range $22.76 - $27.48
      Sold 3.6% shares (-19.4k shares) Q1 2025
      Avg closing price $25.34
      Price range $23.20 - $29.67
      Increased shares by 10.7% (+52.5k shares) Q4 2024
      Avg closing price $23.48
      Price range $21.01 - $25.92
      Increased shares by 11.1% (+48.8k shares) Q3 2024
      Avg closing price $22.43
      Price range $20.50 - $24.99
      Increased shares by 193.3% (+290k shares) Q2 2024
      Avg closing price $21.09
      Price range $18.93 - $23.79
      New holding (+150k shares) Q1 2024
      Avg closing price $20.77
      Price range $18.47 - $22.97

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