AIM
QABA icon

Anchor Investment Management’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

Anchor Investment Management’s Portfolio QABA Stock Details QABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-297
Closed -$17.5K – 1041
2021
Q4 		$17.5K Buy
+297
New +$17.5K ﹤0.01% 713

Other funds holding QABA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Anchor Investment Management's QABA Position: Q1 2022 in Review

Anchor Investment Management sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2022, closing a stake of 297 shares — an estimated $17.5K sold.

Anchor Investment Management first reported a position in QABA in Q4 2021 and held it in 1 quarter. The position peaked at $17.5K in Q4 2021. 56 funds tracked by Wall St. Rank hold QABA as of Q1 2022.

  • Anchor Investment Management reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2022 after selling out during the quarter.
  • Anchor Investment Management sold 297 First Trust NASDAQ ABA Community Bank Index Fund shares in Q1 2022, an estimated $17.5K.
  • Anchor Investment Management first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q4 2021 and held it in 1 quarter.
  • Anchor Investment Management's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $17.5K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2022.

Based on Anchor Investment Management's 13F filing for Q1 2022, filed 2 Jan 2024.