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Carolinas Wealth Consulting’s iShares US Regional Banks ETF IAT Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-150
Closed -$5K – 933
2020
Q3 		$5K Hold
150
– – ﹤0.01% 566
2020
Q2 		$5K Hold
150
– – ﹤0.01% 400
2020
Q1 		$4K Buy
+150
New +$6.42K ﹤0.01% 162

Other funds holding IAT

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Carolinas Wealth Consulting's IAT Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of iShares US Regional Banks ETF (IAT) in Q4 2020, closing a stake of 150 shares — an estimated $5K sold.

Carolinas Wealth Consulting first reported a position in IAT in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q3 2020. 107 funds tracked by Wall St. Rank hold IAT as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining iShares US Regional Banks ETF position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 150 iShares US Regional Banks ETF shares in Q4 2020, an estimated $5K.
  • Carolinas Wealth Consulting first reported a position in iShares US Regional Banks ETF in Q1 2020 and held it in 3 quarters.
  • Carolinas Wealth Consulting's iShares US Regional Banks ETF position peaked at $5K in Q3 2020.
  • 107 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.