Corient Private Wealth
WPS

Corient Private Wealth’s iShares International Developed Property ETF WPS Stock Holding History

Corient Private Wealth’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,528
Closed -$216K – 2386
2023
Q4 		$216K Buy
+7,528
New +$195K ﹤0.01% 2037
2023
Q3 		– Sell
-8,060
Closed -$211K – 2254
2023
Q2 		$211K Sell
8,060
-203
-2% -$5.48K ﹤0.01% 1854
2023
Q1 		$222K Buy
8,263
+243
+3% +$6.82K ﹤0.01% 1753
2022
Q4 		$220K Buy
+8,020
New +$210K ﹤0.01% 1457

Other funds holding WPS

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Corient Private Wealth's WPS Position: Q1 2024 in Review

Corient Private Wealth sold out of iShares International Developed Property ETF (WPS) in Q1 2024, closing a stake of 7,528 shares — an estimated $216K sold.

Corient Private Wealth first reported a position in WPS in Q4 2022 and held it in 4 quarters. The position peaked at $222K in Q1 2023. 31 funds tracked by Wall St. Rank hold WPS as of Q1 2024.

  • Corient Private Wealth reported no remaining iShares International Developed Property ETF position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 7,528 iShares International Developed Property ETF shares in Q1 2024, an estimated $216K.
  • Corient Private Wealth first reported a position in iShares International Developed Property ETF in Q4 2022 and held it in 4 quarters.
  • Corient Private Wealth's iShares International Developed Property ETF position peaked at $222K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.