Corient Capital Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Corient Capital Partners’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,040	Closed	-$210K	–	766
2022 Q1	$210K	Buy	+4,040	New	+$207K	0.01%	674
2021 Q3	–	Sell	-4,032	Closed	-$201K	–	725
2021 Q2	$201K	Buy	+4,032	New	+$190K	0.01%	627

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Corient Capital Partners's VGT Position: Q2 2022 in Review

Corient Capital Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2022, closing a stake of 4,040 shares — an estimated $210K sold.

Corient Capital Partners first reported a position in VGT in Q2 2021 and held it in 2 quarters. The position peaked at $210K in Q1 2022. 1,094 funds tracked by Wall St. Rank hold VGT as of Q2 2022.

Corient Capital Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2022 after selling out during the quarter.
Corient Capital Partners sold 4,040 Vanguard Information Technology ETF shares in Q2 2022, an estimated $210K.
Corient Capital Partners first reported a position in Vanguard Information Technology ETF in Q2 2021 and held it in 2 quarters.
Corient Capital Partners's Vanguard Information Technology ETF position peaked at $210K in Q1 2022.
1,094 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2022.

Based on Corient Capital Partners's 13F filing for Q2 2022, filed 12 Aug 2022.