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Atticus Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Atticus Wealth Management’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-573
Closed -$44K – 354
2020
Q4 		$44K Buy
573
+3
+0.5% +$234 0.02% 222
2020
Q3 		$42K Buy
570
+4
+0.7% +$293 0.03% 186
2020
Q2 		$40K Buy
566
+10
+2% +$715 0.03% 182
2020
Q1 		$38K Hold
556
– – 0.03% 179
2019
Q4 		$45K Buy
+556
New +$44.3K 0.03% 187

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Atticus Wealth Management's IDU Position: Q1 2021 in Review

Atticus Wealth Management sold out of iShares US Utilities ETF (IDU) in Q1 2021, closing a stake of 573 shares — an estimated $44K sold.

Atticus Wealth Management first reported a position in IDU in Q4 2019 and held it in 5 quarters. The position peaked at $45K in Q4 2019. 188 funds tracked by Wall St. Rank hold IDU as of Q1 2021.

  • Atticus Wealth Management reported no remaining iShares US Utilities ETF position as of Q1 2021 after selling out during the quarter.
  • Atticus Wealth Management sold 573 iShares US Utilities ETF shares in Q1 2021, an estimated $44K.
  • Atticus Wealth Management first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 5 quarters.
  • Atticus Wealth Management's iShares US Utilities ETF position peaked at $45K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2021.

Based on Atticus Wealth Management's 13F filing for Q1 2021, filed 15 Apr 2021.