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Cavalier Investments’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Cavalier Investments’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
2021
Q2 		– Sell
-35,911
Closed -$3.06M – 117
2021
Q1 		$3.06M Buy
35,911
+2,690
+8% +$225K 1.33% 22
2020
Q4 		$2.64M Buy
+33,221
New +$2.37M 1.21% 26

Other funds holding WOOD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFO
Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cavalier Investments's WOOD Position: Q2 2021 in Review

Cavalier Investments sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2021, closing a stake of 35,911 shares — an estimated $3.06M sold.

Cavalier Investments first reported a position in WOOD in Q4 2020 and held it in 2 quarters. The position peaked at $3.06M in Q1 2021. 104 funds tracked by Wall St. Rank hold WOOD as of Q2 2021.

  • Cavalier Investments reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2021 after selling out during the quarter.
  • Cavalier Investments sold 35,911 iShares Global Timber & Forestry ETF shares in Q2 2021, an estimated $3.06M.
  • Cavalier Investments first reported a position in iShares Global Timber & Forestry ETF in Q4 2020 and held it in 2 quarters.
  • Cavalier Investments's iShares Global Timber & Forestry ETF position peaked at $3.06M in Q1 2021.
  • 104 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2021.

Based on Cavalier Investments's 13F filing for Q2 2021, filed 11 Aug 2021.