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Atria Wealth Solutions’s iShares US Telecommunications ETF IYZ Stock Holding History

Atria Wealth Solutions’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-42,211
Closed -$1.26M – 1769
2022
Q1 		$1.26M Buy
+42,211
New +$1.29M 0.02% 633

Other funds holding IYZ

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Atria Wealth Solutions's IYZ Position: Q2 2022 in Review

Atria Wealth Solutions sold out of iShares US Telecommunications ETF (IYZ) in Q2 2022, closing a stake of 42,211 shares — an estimated $1.26M sold.

Atria Wealth Solutions first reported a position in IYZ in Q1 2022 and held it in 1 quarter. The position peaked at $1.26M in Q1 2022. 134 funds tracked by Wall St. Rank hold IYZ as of Q2 2022.

  • Atria Wealth Solutions reported no remaining iShares US Telecommunications ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 42,211 iShares US Telecommunications ETF shares in Q2 2022, an estimated $1.26M.
  • Atria Wealth Solutions first reported a position in iShares US Telecommunications ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's iShares US Telecommunications ETF position peaked at $1.26M in Q1 2022.
  • 134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.