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Camelot Portfolios’s iShares US Regional Banks ETF IAT Stock Holding History

Camelot Portfolios’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,370
Closed -$453K – 161
2023
Q2 		$453K Buy
+13,370
New +$449K 0.28% 98
2017
Q2 		– Sell
-6,115
Closed -$274K – 187
2017
Q1 		$274K Buy
+6,115
New +$282K 0.13% 146

Other funds holding IAT

RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Camelot Portfolios's IAT Position: Q3 2023 in Review

Camelot Portfolios sold out of iShares US Regional Banks ETF (IAT) in Q3 2023, closing a stake of 13,370 shares — an estimated $453K sold.

Camelot Portfolios first reported a position in IAT in Q1 2017 and held it in 2 quarters. The position peaked at $453K in Q2 2023. 158 funds tracked by Wall St. Rank hold IAT as of Q3 2023.

  • Camelot Portfolios reported no remaining iShares US Regional Banks ETF position as of Q3 2023 after selling out during the quarter.
  • Camelot Portfolios sold 13,370 iShares US Regional Banks ETF shares in Q3 2023, an estimated $453K.
  • Camelot Portfolios first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 2 quarters.
  • Camelot Portfolios's iShares US Regional Banks ETF position peaked at $453K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2023.

Based on Camelot Portfolios's 13F filing for Q3 2023, filed 20 Oct 2023.