CFGS
IDGT icon

Concourse Financial Group Securities’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Concourse Financial Group Securities’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,017
Closed -$210K – 2389
2021
Q1 		$203K Buy
+3,017
New +$200K 0.01% 680

Other funds holding IDGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concourse Financial Group Securities's IDGT Position: Q2 2021 in Review

Concourse Financial Group Securities sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2021, closing a stake of 3,017 shares — an estimated $210K sold.

Concourse Financial Group Securities first reported a position in IDGT in Q1 2021 and held it in 1 quarter. The position peaked at $203K in Q1 2021. 32 funds tracked by Wall St. Rank hold IDGT as of Q2 2021.

  • Concourse Financial Group Securities reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,017 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2021, an estimated $210K.
  • Concourse Financial Group Securities first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2021 and held it in 1 quarter.
  • Concourse Financial Group Securities's iShares US Digital Infrastructure and Real Estate ETF position peaked at $203K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2021.

Based on Concourse Financial Group Securities's 13F filing for Q2 2021, filed 13 Aug 2021.