Alaethes Wealth’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Alaethes Wealth’s Portfolio WOOD Stock Details WOOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-258	Closed	-$23K	–	290
2022 Q1	$23K	Hold	258	–	–	0.01%	168
2021 Q4	$24K	Hold	258	–	–	0.02%	163
2021 Q3	$22K	Buy	258 +13	+5%	+$1.14K	0.02%	158
2021 Q2	$21K	Buy	+245	New	+$22.2K	0.02%	157

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alaethes Wealth's WOOD Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2022, closing a stake of 258 shares — an estimated $23K sold.

Alaethes Wealth first reported a position in WOOD in Q2 2021 and held it in 4 quarters. The position peaked at $24K in Q4 2021. 100 funds tracked by Wall St. Rank hold WOOD as of Q2 2022.

Alaethes Wealth reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 258 iShares Global Timber & Forestry ETF shares in Q2 2022, an estimated $23K.
Alaethes Wealth first reported a position in iShares Global Timber & Forestry ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's iShares Global Timber & Forestry ETF position peaked at $24K in Q4 2021.
100 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.