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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
2020
Q4 		– Sell
-6,159
Closed -$442K – 295
2020
Q3 		$442K Buy
+6,159
New +$437K 0.11% 144

Other funds holding AIA

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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
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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.