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Capital Analysts LLC’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Capital Analysts LLC’s Portfolio WOOD Stock Details WOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-102
Closed -$9K – 1040
2021
Q4 		$9K Buy
+102
New +$8.86K ﹤0.01% 829
2021
Q2 		– Sell
-6
Closed -$1K – 1095
2021
Q1 		$1K Buy
+6
New +$503 ﹤0.01% 1052

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
IFO
Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Capital Analysts LLC's WOOD Position: Q1 2022 in Review

Capital Analysts LLC sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2022, closing a stake of 102 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in WOOD in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 110 funds tracked by Wall St. Rank hold WOOD as of Q1 2022.

  • Capital Analysts LLC reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 102 iShares Global Timber & Forestry ETF shares in Q1 2022, an estimated $9K.
  • Capital Analysts LLC first reported a position in iShares Global Timber & Forestry ETF in Q1 2021 and held it in 2 quarters.
  • Capital Analysts LLC's iShares Global Timber & Forestry ETF position peaked at $9K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2022.

Based on Capital Analysts LLC's 13F filing for Q1 2022, filed 12 May 2022.