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Concorde Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Concorde Asset Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,408
Closed -$272K – 176
2021
Q4 		$272K Buy
+4,408
New +$279K 0.16% 130

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Concorde Asset Management's IAT Position: Q1 2022 in Review

Concorde Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2022, closing a stake of 4,408 shares — an estimated $272K sold.

Concorde Asset Management first reported a position in IAT in Q4 2021 and held it in 1 quarter. The position peaked at $272K in Q4 2021. 169 funds tracked by Wall St. Rank hold IAT as of Q1 2022.

  • Concorde Asset Management reported no remaining iShares US Regional Banks ETF position as of Q1 2022 after selling out during the quarter.
  • Concorde Asset Management sold 4,408 iShares US Regional Banks ETF shares in Q1 2022, an estimated $272K.
  • Concorde Asset Management first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 1 quarter.
  • Concorde Asset Management's iShares US Regional Banks ETF position peaked at $272K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2022.

Based on Concorde Asset Management's 13F filing for Q1 2022, filed 22 Apr 2022.