Cary Street Partners Investment Advisory’s iShares US Utilities ETF IDU Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-270	Closed	-$19.9K	–	1176
2023 Q3	$19.9K	Buy	+270	New	+$21.7K	﹤0.01%	1124

Other funds holding IDU

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Cary Street Partners Investment Advisory sold out of iShares US Utilities ETF (IDU) in Q4 2023, closing a stake of 270 shares — an estimated $19.9K sold.

Cary Street Partners Investment Advisory first reported a position in IDU in Q3 2023 and held it in 1 quarter. The position peaked at $19.9K in Q3 2023. 216 funds tracked by Wall St. Rank hold IDU as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares US Utilities ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 270 iShares US Utilities ETF shares in Q4 2023, an estimated $19.9K.
Cary Street Partners Investment Advisory first reported a position in iShares US Utilities ETF in Q3 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's iShares US Utilities ETF position peaked at $19.9K in Q3 2023.
216 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2023.

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