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Almanack Investment Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Almanack Investment Partners’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,438
Closed -$116K – 631
2022
Q3 		$116K Buy
+2,438
New +$127K 0.02% 176

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Almanack Investment Partners's IAT Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares US Regional Banks ETF (IAT) in Q4 2022, closing a stake of 2,438 shares — an estimated $116K sold.

Almanack Investment Partners first reported a position in IAT in Q3 2022 and held it in 1 quarter. The position peaked at $116K in Q3 2022. 139 funds tracked by Wall St. Rank hold IAT as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares US Regional Banks ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 2,438 iShares US Regional Banks ETF shares in Q4 2022, an estimated $116K.
  • Almanack Investment Partners first reported a position in iShares US Regional Banks ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's iShares US Regional Banks ETF position peaked at $116K in Q3 2022.
  • 139 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.