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Bogart Wealth LLC’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Bogart Wealth LLC’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-75
Closed -$7.32K – 1088
2023
Q3 		$7.32K Buy
+75
New +$7.12K ﹤0.01% 654

Other funds holding IEO

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Bogart Wealth LLC's IEO Position: Q4 2023 in Review

Bogart Wealth LLC sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2023, closing a stake of 75 shares — an estimated $7.32K sold.

Bogart Wealth LLC first reported a position in IEO in Q3 2023 and held it in 1 quarter. The position peaked at $7.32K in Q3 2023. 179 funds tracked by Wall St. Rank hold IEO as of Q4 2023.

  • Bogart Wealth LLC reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 75 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $7.32K.
  • Bogart Wealth LLC first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's iShares US Oil & Gas Exploration & Production ETF position peaked at $7.32K in Q3 2023.
  • 179 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Bogart Wealth LLC's 13F filing for Q4 2023, filed 7 Feb 2024.