CPWM LLC’s Vanguard Industrials ETF VIS Stock Holding History

CPWM LLC’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,847	Closed	-$302K	–	387
2022 Q2	$302K	Buy	+1,847	New	+$327K	0.03%	311

Other funds holding VIS

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

CPWM LLC's VIS Position: Q3 2022 in Review

CPWM LLC sold out of Vanguard Industrials ETF (VIS) in Q3 2022, closing a stake of 1,847 shares — an estimated $302K sold.

CPWM LLC first reported a position in VIS in Q2 2022 and held it in 1 quarter. The position peaked at $302K in Q2 2022. 342 funds tracked by Wall St. Rank hold VIS as of Q3 2022.

CPWM LLC reported no remaining Vanguard Industrials ETF position as of Q3 2022 after selling out during the quarter.
CPWM LLC sold 1,847 Vanguard Industrials ETF shares in Q3 2022, an estimated $302K.
CPWM LLC first reported a position in Vanguard Industrials ETF in Q2 2022 and held it in 1 quarter.
CPWM LLC's Vanguard Industrials ETF position peaked at $302K in Q2 2022.
342 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.