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Centerpoint Advisors’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Centerpoint Advisors’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-745
Closed -$53K – 584
2023
Q2 		$53K Hold
745
– – 0.02% 157
2023
Q1 		$53K Buy
+745
New +$51.7K 0.02% 155

Other funds holding IDGT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centerpoint Advisors's IDGT Position: Q3 2023 in Review

Centerpoint Advisors sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2023, closing a stake of 745 shares — an estimated $53K sold.

Centerpoint Advisors first reported a position in IDGT in Q1 2023 and held it in 2 quarters. The position peaked at $53K in Q2 2023. 26 funds tracked by Wall St. Rank hold IDGT as of Q3 2023.

  • Centerpoint Advisors reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 745 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2023, an estimated $53K.
  • Centerpoint Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2023 and held it in 2 quarters.
  • Centerpoint Advisors's iShares US Digital Infrastructure and Real Estate ETF position peaked at $53K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2023.

Based on Centerpoint Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.