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Corient Capital Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Corient Capital Partners’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,428
Closed -$238K – 522
2020
Q2 		$238K Buy
+3,428
New +$224K 0.03% 392

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TAIM
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MFRM
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Bank of America
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AllianceBernstein
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SW
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Stifel Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Capital Partners's ITOT Position: Q3 2020 in Review

Corient Capital Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2020, closing a stake of 3,428 shares — an estimated $238K sold.

Corient Capital Partners first reported a position in ITOT in Q2 2020 and held it in 1 quarter. The position peaked at $238K in Q2 2020. 692 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

  • Corient Capital Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2020 after selling out during the quarter.
  • Corient Capital Partners sold 3,428 iShares Core S&P Total US Stock Market ETF shares in Q3 2020, an estimated $238K.
  • Corient Capital Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and held it in 1 quarter.
  • Corient Capital Partners's iShares Core S&P Total US Stock Market ETF position peaked at $238K in Q2 2020.
  • 692 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

Based on Corient Capital Partners's 13F filing for Q3 2020, filed 16 Nov 2020.