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Coastal Bridge Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Coastal Bridge Advisors’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,444
Closed -$205K – 192
2021
Q4 		$205K Buy
+2,444
New +$202K 0.04% 184

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Coastal Bridge Advisors's IYC Position: Q1 2022 in Review

Coastal Bridge Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2022, closing a stake of 2,444 shares — an estimated $205K sold.

Coastal Bridge Advisors first reported a position in IYC in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 197 funds tracked by Wall St. Rank hold IYC as of Q1 2022.

  • Coastal Bridge Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
  • Coastal Bridge Advisors sold 2,444 iShares US Consumer Discretionary ETF shares in Q1 2022, an estimated $205K.
  • Coastal Bridge Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and held it in 1 quarter.
  • Coastal Bridge Advisors's iShares US Consumer Discretionary ETF position peaked at $205K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2022.

Based on Coastal Bridge Advisors's 13F filing for Q1 2022, filed 13 May 2022.