FCMT
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Founders Capital Management (Texas)’s iShares US Transportation ETF IYT Stock Holding History

Founders Capital Management (Texas)’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32
Closed -$2.1K – 374
2023
Q4 		$2.1K Hold
32
– – ﹤0.01% 352
2023
Q3 		$1.87K Buy
+32
New +$2K ﹤0.01% 369

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Morgan Stanley
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MIFH
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Founders Capital Management (Texas)'s IYT Position: Q1 2024 in Review

Founders Capital Management (Texas) sold out of iShares US Transportation ETF (IYT) in Q1 2024, closing a stake of 32 shares — an estimated $2.1K sold.

Founders Capital Management (Texas) first reported a position in IYT in Q3 2023 and held it in 2 quarters. The position peaked at $2.1K in Q4 2023. 210 funds tracked by Wall St. Rank hold IYT as of Q1 2024.

  • Founders Capital Management (Texas) reported no remaining iShares US Transportation ETF position as of Q1 2024 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 32 iShares US Transportation ETF shares in Q1 2024, an estimated $2.1K.
  • Founders Capital Management (Texas) first reported a position in iShares US Transportation ETF in Q3 2023 and held it in 2 quarters.
  • Founders Capital Management (Texas)'s iShares US Transportation ETF position peaked at $2.1K in Q4 2023.
  • 210 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2024, filed 10 Apr 2024.