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CW
CreativeOne Wealth’s
iShares MSCI Global Metals & Mining Producers ETF
PICK
Stock Holding History
CreativeOne Wealth’s Portfolio
PICK Stock Details
PICK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-7,598
Closed
-$259K
–
766
2022
Q3
$259K
Buy
7,598
+1,032
+16%
+$37.1K
0.02%
590
2022
Q2
$234K
Buy
+6,566
New
+$293K
0.01%
632
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MERSOM
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10.88%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
G
GenTrust
Miami, Florida
$2.34B AUM
18.43%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland)
Geneva 73, Switzerland
$84.3B AUM
26.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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