Cary Street Partners Investment Advisory’s iShares US Regional Banks ETF IAT Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-19	Closed	-$638	–	1155
2023 Q3	$638	Hold	19	–	–	﹤0.01%	1779
2023 Q2	$643	Sell	19 -20	-51%	-$672	﹤0.01%	1674
2023 Q1	$1.4K	Hold	39	–	–	﹤0.01%	1542
2022 Q4	$1.86K	Buy	+39	New	+$1.92K	﹤0.01%	1519

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cary Street Partners Investment Advisory's IAT Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 19 shares — an estimated $638 sold.

Cary Street Partners Investment Advisory first reported a position in IAT in Q4 2022 and held it in 4 quarters. The position peaked at $1.86K in Q4 2022. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 19 iShares US Regional Banks ETF shares in Q4 2023, an estimated $638.
Cary Street Partners Investment Advisory first reported a position in iShares US Regional Banks ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's iShares US Regional Banks ETF position peaked at $1.86K in Q4 2022.
183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.