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Bard Financial Services’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Bard Financial Services’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,175
Closed -$209K – 286
2023
Q2 		$209K Hold
5,175
– – 0.02% 297
2023
Q1 		$221K Hold
5,175
– – 0.02% 290
2022
Q4 		$212K Buy
+5,175
New +$202K 0.02% 278

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bard Financial Services's PICK Position: Q3 2023 in Review

Bard Financial Services sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2023, closing a stake of 5,175 shares — an estimated $209K sold.

Bard Financial Services first reported a position in PICK in Q4 2022 and held it in 3 quarters. The position peaked at $221K in Q1 2023. 159 funds tracked by Wall St. Rank hold PICK as of Q3 2023.

  • Bard Financial Services reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2023 after selling out during the quarter.
  • Bard Financial Services sold 5,175 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2023, an estimated $209K.
  • Bard Financial Services first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2022 and held it in 3 quarters.
  • Bard Financial Services's iShares MSCI Global Metals & Mining Producers ETF position peaked at $221K in Q1 2023.
  • 159 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.