Bay Harbor Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Bay Harbor Wealth Management’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,580	Closed	-$162K	–	179
2021 Q3	$162K	Sell	2,580 -1,998	-44%	-$127K	0.07%	45
2021 Q2	$275K	Sell	4,578 -17,970	-80%	-$1.04M	0.12%	41
2021 Q1	$1.24M	Sell	22,548 -10,014	-31%	-$555K	0.57%	26
2020 Q4	$1.78M	Buy	32,562 +4,074	+14%	+$213K	0.81%	24
2020 Q3	$1.42M	Buy	28,488 +3,240	+13%	+$157K	0.71%	28
2020 Q2	$1.11M	Buy	+25,248	New	+$1.08M	0.59%	32

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Bay Harbor Wealth Management's IHI Position: Q4 2021 in Review

Bay Harbor Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 2,580 shares — an estimated $162K sold.

Bay Harbor Wealth Management first reported a position in IHI in Q2 2020 and held it in 6 quarters. The position peaked at $1.78M in Q4 2020. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Bay Harbor Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
Bay Harbor Wealth Management sold 2,580 iShares US Medical Devices ETF shares in Q4 2021, an estimated $162K.
Bay Harbor Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 6 quarters.
Bay Harbor Wealth Management's iShares US Medical Devices ETF position peaked at $1.78M in Q4 2020.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.