Fort Point Capital Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Fort Point Capital Partners’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-61,062	Closed	-$4.06M	–	295
2023 Q1	$4.06M	Buy	61,062 +1,932	+3%	+$126K	0.62%	38
2022 Q4	$4M	Buy	59,130 +32,871	+125%	+$2.16M	0.62%	41
2022 Q3	$1.57M	Sell	26,259 -9,633	-27%	-$633K	0.26%	71
2022 Q2	$2.33M	Sell	35,892 -11,784	-25%	-$792K	0.38%	57
2022 Q1	$3.18M	Buy	+47,676	New	+$3.18M	0.44%	54

Other funds holding IYK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fort Point Capital Partners's IYK Position: Q2 2023 in Review

Fort Point Capital Partners sold out of iShares US Consumer Staples ETF (IYK) in Q2 2023, closing a stake of 61,062 shares — an estimated $4.06M sold.

Fort Point Capital Partners first reported a position in IYK in Q1 2022 and held it in 5 quarters. The position peaked at $4.06M in Q1 2023. 244 funds tracked by Wall St. Rank hold IYK as of Q2 2023.

Fort Point Capital Partners reported no remaining iShares US Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
Fort Point Capital Partners sold 61,062 iShares US Consumer Staples ETF shares in Q2 2023, an estimated $4.06M.
Fort Point Capital Partners first reported a position in iShares US Consumer Staples ETF in Q1 2022 and held it in 5 quarters.
Fort Point Capital Partners's iShares US Consumer Staples ETF position peaked at $4.06M in Q1 2023.
244 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2023.

Based on Fort Point Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.