FNBOSM
IDAT

First National Bank of South Miami’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

First National Bank of South Miami’s Portfolio IDAT Stock Details IDAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-500
Closed -$13K – 368
2021
Q3 		$13K Buy
+500
New +$13.2K 0.01% 270

Other funds holding IDAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First National Bank of South Miami's IDAT Position: Q4 2021 in Review

First National Bank of South Miami sold out of iShares Future Cloud 5G and Tech ETF (IDAT) in Q4 2021, closing a stake of 500 shares — an estimated $13K sold.

First National Bank of South Miami first reported a position in IDAT in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 7 funds tracked by Wall St. Rank hold IDAT as of Q4 2021.

  • First National Bank of South Miami reported no remaining iShares Future Cloud 5G and Tech ETF position as of Q4 2021 after selling out during the quarter.
  • First National Bank of South Miami sold 500 iShares Future Cloud 5G and Tech ETF shares in Q4 2021, an estimated $13K.
  • First National Bank of South Miami first reported a position in iShares Future Cloud 5G and Tech ETF in Q3 2021 and held it in 1 quarter.
  • First National Bank of South Miami's iShares Future Cloud 5G and Tech ETF position peaked at $13K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q4 2021.

Based on First National Bank of South Miami's 13F filing for Q4 2021, filed 18 Jan 2022.