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AWA
Arkadios Wealth Advisors’s
iShares MSCI Global Metals & Mining Producers ETF
PICK
Stock Holding History
Arkadios Wealth Advisors’s Portfolio
PICK Stock Details
PICK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-181
Closed
-$7K
–
1436
2021
Q3
$7K
Hold
181
–
–
﹤0.01%
1532
2021
Q2
$8K
Buy
181
+2
+1%
+$93
﹤0.01%
1601
2021
Q1
$7K
Hold
179
–
–
﹤0.01%
1290
2020
Q4
$6K
Buy
179
+3
+2%
+$94
﹤0.01%
1085
2020
Q3
$4.89K
Hold
176
–
–
﹤0.01%
853
2020
Q2
$4.63K
Buy
176
+2
+1%
+$45
﹤0.01%
790
2020
Q1
$3.36K
Buy
+174
New
+$4.37K
﹤0.01%
853
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Fisher Asset Management
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$295B AUM
31.6%
1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
G
GenTrust
Miami, Florida
$2.34B AUM
18.43%
1-Year Est. Return
Allianz Asset Management
Munich, Germany
$86.6B AUM
38.74%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
APF
Alaska Permanent Fund
Juneau, Alaska
$1.57B AUM
15.23%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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