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Centerpoint Advisors’s iShares US Utilities ETF IDU Stock Holding History

Centerpoint Advisors’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
Q3 		– Sell
-543
Closed -$44K – 585
2023
Q2 		$44K Hold
543
– – 0.02% 171
2023
Q1 		$45K Buy
+543
New +$45.3K 0.02% 169

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Centerpoint Advisors's IDU Position: Q3 2023 in Review

Centerpoint Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2023, closing a stake of 543 shares — an estimated $44K sold.

Centerpoint Advisors first reported a position in IDU in Q1 2023 and held it in 2 quarters. The position peaked at $45K in Q1 2023. 201 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

  • Centerpoint Advisors reported no remaining iShares US Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 543 iShares US Utilities ETF shares in Q3 2023, an estimated $44K.
  • Centerpoint Advisors first reported a position in iShares US Utilities ETF in Q1 2023 and held it in 2 quarters.
  • Centerpoint Advisors's iShares US Utilities ETF position peaked at $45K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

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