BW
WPS

Bison Wealth’s iShares International Developed Property ETF WPS Stock Holding History

Bison Wealth’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-74
Closed -$2K – 383
2022
Q2 		$2K Hold
74
– – ﹤0.01% 316
2022
Q1 		$3K Hold
74
– – ﹤0.01% 355
2021
Q4 		$3K Hold
74
– – ﹤0.01% 345
2021
Q3 		$3K Hold
74
– – ﹤0.01% 460
2021
Q2 		$3K Hold
74
– – ﹤0.01% 447
2021
Q1 		$3K Hold
74
– – ﹤0.01% 453
2020
Q4 		$3K Hold
74
– – ﹤0.01% 399
2020
Q3 		$2K Hold
74
– – ﹤0.01% 361
2020
Q2 		$2K Hold
74
– – ﹤0.01% 347
2020
Q1 		$2K Sell
74
-58
-44% -$2.08K ﹤0.01% 325
2019
Q4 		$5K Buy
+132
New +$5.17K ﹤0.01% 372

Other funds holding WPS

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

Bison Wealth's WPS Position: Q3 2022 in Review

Bison Wealth sold out of iShares International Developed Property ETF (WPS) in Q3 2022, closing a stake of 74 shares — an estimated $2K sold.

Bison Wealth first reported a position in WPS in Q4 2019 and held it in 11 quarters. The position peaked at $5K in Q4 2019. 31 funds tracked by Wall St. Rank hold WPS as of Q3 2022.

  • Bison Wealth reported no remaining iShares International Developed Property ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 74 iShares International Developed Property ETF shares in Q3 2022, an estimated $2K.
  • Bison Wealth first reported a position in iShares International Developed Property ETF in Q4 2019 and held it in 11 quarters.
  • Bison Wealth's iShares International Developed Property ETF position peaked at $5K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.