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Centerpoint Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Centerpoint Advisors’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-60
Closed -$3K – 484
2024
Q3 		$3K Hold
60
– – ﹤0.01% 421
2024
Q2 		$2K Hold
60
– – ﹤0.01% 411
2024
Q1 		$3K Sell
60
-571
-90% -$23K ﹤0.01% 385
2023
Q4 		$27K Buy
631
+24
+4% +$954 0.01% 198
2023
Q3 		$24K Hold
607
– – 0.01% 210
2023
Q2 		$25K Hold
607
– – 0.01% 218
2023
Q1 		$26K Hold
607
– – 0.01% 223
2022
Q4 		$25K Hold
607
– – 0.01% 191
2022
Q3 		$21K Buy
607
+202
+50% +$7.26K 0.01% 181
2022
Q2 		$14K Buy
+405
New +$18.1K 0.01% 211
2021
Q4 		– Sell
-75
Closed -$3K – 452
2021
Q3 		$3K Buy
+75
New +$3.37K ﹤0.01% 243

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return