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Baker Avenue Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Baker Avenue Asset 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
2023
Q1 		– Sell
-5,422
Closed -$469K – 1687
2022
Q4 		$469K Buy
+5,422
New +$455K 0.03% 252

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Morgan Stanley
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Baker Avenue Asset Management's IDU Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of iShares US Utilities ETF (IDU) in Q1 2023, closing a stake of 5,422 shares — an estimated $469K sold.

Baker Avenue Asset Management first reported a position in IDU in Q4 2022 and held it in 1 quarter. The position peaked at $469K in Q4 2022. 218 funds tracked by Wall St. Rank hold IDU as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining iShares US Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 5,422 iShares US Utilities ETF shares in Q1 2023, an estimated $469K.
  • Baker Avenue Asset Management first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's iShares US Utilities ETF position peaked at $469K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.