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Beaird Harris Wealth Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Beaird Harris Wealth Management’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
2022
Q4 		– Sell
-830
Closed -$28K – 760
2022
Q3 		$28K Hold
830
– – 0.01% 206
2022
Q2 		$30K Hold
830
– – 0.01% 175
2022
Q1 		$43K Sell
830
-1,420
-63% -$66.1K 0.02% 198
2021
Q4 		$96K Buy
+2,250
New +$94.5K 0.04% 170

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Beaird Harris Wealth Management's PICK Position: Q4 2022 in Review

Beaird Harris Wealth Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q4 2022, closing a stake of 830 shares — an estimated $28K sold.

Beaird Harris Wealth Management first reported a position in PICK in Q4 2021 and held it in 4 quarters. The position peaked at $96K in Q4 2021. 168 funds tracked by Wall St. Rank hold PICK as of Q4 2022.

  • Beaird Harris Wealth Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q4 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 830 iShares MSCI Global Metals & Mining Producers ETF shares in Q4 2022, an estimated $28K.
  • Beaird Harris Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2021 and held it in 4 quarters.
  • Beaird Harris Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $96K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.