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Charter Oak Capital Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Charter Oak Capital Management’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-70
Closed -$2K – 800
2022
Q2 		$2K Hold
70
– – ﹤0.01% 853
2022
Q1 		$3K Buy
+70
New +$2.55K ﹤0.01% 851

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charter Oak Capital Management's TECB Position: Q3 2022 in Review

Charter Oak Capital Management sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q3 2022, closing a stake of 70 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in TECB in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 32 funds tracked by Wall St. Rank hold TECB as of Q3 2022.

  • Charter Oak Capital Management reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 70 iShares US Tech Breakthrough Multisector ETF shares in Q3 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's iShares US Tech Breakthrough Multisector ETF position peaked at $3K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.