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Concorde Asset Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Concorde Asset Management’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,264
Closed -$202K – 112
2022
Q4 		$202K Buy
+3,264
New +$196K 0.18% 130
2022
Q2 		– Sell
-3,180
Closed -$206K – 136
2022
Q1 		$206K Buy
+3,180
New +$202K 0.14% 143

Other funds holding IHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concorde Asset Management's IHE Position: Q1 2023 in Review

Concorde Asset Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2023, closing a stake of 3,264 shares — an estimated $202K sold.

Concorde Asset Management first reported a position in IHE in Q1 2022 and held it in 2 quarters. The position peaked at $206K in Q1 2022. 127 funds tracked by Wall St. Rank hold IHE as of Q1 2023.

  • Concorde Asset Management reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2023 after selling out during the quarter.
  • Concorde Asset Management sold 3,264 iShares US Pharmaceuticals ETF shares in Q1 2023, an estimated $202K.
  • Concorde Asset Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2022 and held it in 2 quarters.
  • Concorde Asset Management's iShares US Pharmaceuticals ETF position peaked at $206K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2023.

Based on Concorde Asset Management's 13F filing for Q1 2023, filed 9 May 2023.