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First Personal Financial Services’s iShares US Regional Banks ETF IAT Stock Holding History

First Personal Financial Services’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-27
Closed -$1K – 410
2022
Q3 		$1K Buy
+27
New +$1.4K ﹤0.01% 417

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Personal Financial Services's IAT Position: Q4 2022 in Review

First Personal Financial Services sold out of iShares US Regional Banks ETF (IAT) in Q4 2022, closing a stake of 27 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in IAT in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 139 funds tracked by Wall St. Rank hold IAT as of Q4 2022.

  • First Personal Financial Services reported no remaining iShares US Regional Banks ETF position as of Q4 2022 after selling out during the quarter.
  • First Personal Financial Services sold 27 iShares US Regional Banks ETF shares in Q4 2022, an estimated $1K.
  • First Personal Financial Services first reported a position in iShares US Regional Banks ETF in Q3 2022 and held it in 1 quarter.
  • First Personal Financial Services's iShares US Regional Banks ETF position peaked at $1K in Q3 2022.
  • 139 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.