Capital Investment Advisory Services’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Capital Investment Advisory Services’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
2024 Q1	–	Sell	-67	Closed	-$5.45K	–	1042
2023 Q4	$5.45K	Buy	+67	New	+$5.05K	﹤0.01%	874

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Investment Advisory Services's WOOD Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2024, closing a stake of 67 shares — an estimated $5.45K sold.

Capital Investment Advisory Services first reported a position in WOOD in Q4 2023 and held it in 1 quarter. The position peaked at $5.45K in Q4 2023. 85 funds tracked by Wall St. Rank hold WOOD as of Q1 2024.

Capital Investment Advisory Services reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 67 iShares Global Timber & Forestry ETF shares in Q1 2024, an estimated $5.45K.
Capital Investment Advisory Services first reported a position in iShares Global Timber & Forestry ETF in Q4 2023 and held it in 1 quarter.
Capital Investment Advisory Services's iShares Global Timber & Forestry ETF position peaked at $5.45K in Q4 2023.
85 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.