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Clear Investment Research’s iShares S&P 100 ETF OEF Stock Holding History

Clear Investment Research’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-411
Closed -$71K – 166
2022
Q2 		$71K Buy
+411
New +$76.8K 0.16% 68

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Clear Investment Research's OEF Position: Q3 2022 in Review

Clear Investment Research sold out of iShares S&P 100 ETF (OEF) in Q3 2022, closing a stake of 411 shares — an estimated $71K sold.

Clear Investment Research first reported a position in OEF in Q2 2022 and held it in 1 quarter. The position peaked at $71K in Q2 2022. 473 funds tracked by Wall St. Rank hold OEF as of Q3 2022.

  • Clear Investment Research reported no remaining iShares S&P 100 ETF position as of Q3 2022 after selling out during the quarter.
  • Clear Investment Research sold 411 iShares S&P 100 ETF shares in Q3 2022, an estimated $71K.
  • Clear Investment Research first reported a position in iShares S&P 100 ETF in Q2 2022 and held it in 1 quarter.
  • Clear Investment Research's iShares S&P 100 ETF position peaked at $71K in Q2 2022.
  • 473 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2022.

Based on Clear Investment Research's 13F filing for Q3 2022, filed 1 Nov 2022.