Cypress Wealth Services’s iShares Asia 50 ETF AIA Stock Holding History

Cypress Wealth Services’s Portfolio AIA Stock Details AIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,066	Closed	-$279K	–	229
2022 Q1	$279K	Hold	4,066	–	–	0.08%	188
2021 Q4	$311K	Hold	4,066	–	–	0.09%	174
2021 Q3	$318K	Buy	4,066 +17	+0.4%	+$1.42K	0.1%	160
2021 Q2	$371K	Hold	4,049	–	–	0.1%	172
2021 Q1	$373K	Hold	4,049	–	–	0.08%	190
2020 Q4	$353K	Buy	+4,049	New	+$323K	0.08%	184
2020 Q3	–	Sell	-6,159	Closed	-$437K	–	273
2020 Q2	$400K	Sell	6,159 -377	-6%	-$22.8K	0.1%	168
2020 Q1	$364K	Buy	6,536 +270	+4%	+$16.9K	0.11%	157
2019 Q4	$414K	Buy	6,266 +789	+14%	+$49.1K	0.1%	154
2019 Q3	$321K	Buy	+5,477	New	+$322K	0.09%	181

Other funds holding AIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TWM

Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Wealth Services's AIA Position: Q2 2022 in Review

Cypress Wealth Services sold out of iShares Asia 50 ETF (AIA) in Q2 2022, closing a stake of 4,066 shares — an estimated $279K sold.

Cypress Wealth Services first reported a position in AIA in Q3 2019 and held it in 10 quarters. The position peaked at $414K in Q4 2019. 75 funds tracked by Wall St. Rank hold AIA as of Q2 2022.

Cypress Wealth Services reported no remaining iShares Asia 50 ETF position as of Q2 2022 after selling out during the quarter.
Cypress Wealth Services sold 4,066 iShares Asia 50 ETF shares in Q2 2022, an estimated $279K.
Cypress Wealth Services first reported a position in iShares Asia 50 ETF in Q3 2019 and held it in 10 quarters.
Cypress Wealth Services's iShares Asia 50 ETF position peaked at $414K in Q4 2019.
75 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.