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Azimuth Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Azimuth Capital Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,619
Closed -$233K – 282
2019
Q1 		$233K Buy
+3,619
New +$224K 0.02% 268

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MFRM
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KPAG
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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Azimuth Capital Management's ITOT Position: Q2 2019 in Review

Azimuth Capital Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2019, closing a stake of 3,619 shares — an estimated $233K sold.

Azimuth Capital Management first reported a position in ITOT in Q1 2019 and held it in 1 quarter. The position peaked at $233K in Q1 2019. 563 funds tracked by Wall St. Rank hold ITOT as of Q2 2019.

  • Azimuth Capital Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2019 after selling out during the quarter.
  • Azimuth Capital Management sold 3,619 iShares Core S&P Total US Stock Market ETF shares in Q2 2019, an estimated $233K.
  • Azimuth Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 1 quarter.
  • Azimuth Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $233K in Q1 2019.
  • 563 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2019.

Based on Azimuth Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.