Cary Street Partners Investment Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$9.47K	–	1729
2022 Q4	$9.47K	Buy	+200	New	+$9.57K	﹤0.01%	1174
2020 Q4	–	Sell	-782	Closed	-$38K	–	897
2020 Q3	$38K	Buy	+782	New	+$37.4K	0.01%	533

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's XT Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2023, closing a stake of 200 shares — an estimated $9.47K sold.

Cary Street Partners Investment Advisory first reported a position in XT in Q3 2020 and held it in 2 quarters. The position peaked at $38K in Q3 2020. 212 funds tracked by Wall St. Rank hold XT as of Q1 2023.

Cary Street Partners Investment Advisory reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 200 iShares Future Exponential Technologies ETF shares in Q1 2023, an estimated $9.47K.
Cary Street Partners Investment Advisory first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and held it in 2 quarters.
Cary Street Partners Investment Advisory's iShares Future Exponential Technologies ETF position peaked at $38K in Q3 2020.
212 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.