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D.J. St. Germain’s iShares US Pharmaceuticals ETF IHE Stock Holding History

D.J. St. Germain’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-300
Closed -$17.9K – 769
2023
Q2 		$17.9K Buy
+300
New +$17.8K ﹤0.01% 484

Other funds holding IHE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.J. St. Germain's IHE Position: Q3 2023 in Review

D.J. St. Germain sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2023, closing a stake of 300 shares — an estimated $17.9K sold.

D.J. St. Germain first reported a position in IHE in Q2 2023 and held it in 1 quarter. The position peaked at $17.9K in Q2 2023. 128 funds tracked by Wall St. Rank hold IHE as of Q3 2023.

  • D.J. St. Germain reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2023 after selling out during the quarter.
  • D.J. St. Germain sold 300 iShares US Pharmaceuticals ETF shares in Q3 2023, an estimated $17.9K.
  • D.J. St. Germain first reported a position in iShares US Pharmaceuticals ETF in Q2 2023 and held it in 1 quarter.
  • D.J. St. Germain's iShares US Pharmaceuticals ETF position peaked at $17.9K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2023.

Based on D.J. St. Germain's 13F filing for Q3 2023, filed 23 Oct 2023.