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Atria Wealth Solutions’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Atria Wealth Solutions’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,701
Closed -$232K – 1923
2023
Q1 		$232K Buy
+2,701
New +$242K ﹤0.01% 1582

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Wealth Solutions's IEO Position: Q2 2023 in Review

Atria Wealth Solutions sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2023, closing a stake of 2,701 shares — an estimated $232K sold.

Atria Wealth Solutions first reported a position in IEO in Q1 2023 and held it in 1 quarter. The position peaked at $232K in Q1 2023. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2023.

  • Atria Wealth Solutions reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,701 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2023, an estimated $232K.
  • Atria Wealth Solutions first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's iShares US Oil & Gas Exploration & Production ETF position peaked at $232K in Q1 2023.
  • 153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.