Genesee Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Genesee Capital Advisors’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-15,228	Closed	-$830K	–	96
2020 Q4	$830K	Sell	15,228 -7,194	-32%	-$376K	0.54%	49
2020 Q3	$1.12M	Buy	22,422 +522	+2%	+$25.3K	0.92%	34
2020 Q2	$966K	Sell	21,900 -846	-4%	-$36.2K	0.9%	36
2020 Q1	$854K	Buy	22,746 +438	+2%	+$18.4K	0.82%	40
2019 Q4	$982K	Sell	22,308 -348	-2%	-$14.6K	0.84%	40
2019 Q3	$933K	Buy	22,656 +876	+4%	+$35.9K	0.86%	43
2019 Q2	$873K	Buy	21,780 +3,276	+18%	+$124K	0.88%	40
2019 Q1	$714K	Buy	18,504 +468	+3%	+$17K	0.86%	34
2018 Q4	$601K	Buy	+18,036	New	+$625K	0.98%	30

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Genesee Capital Advisors's IHI Position: Q1 2021 in Review

Genesee Capital Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 15,228 shares — an estimated $830K sold.

Genesee Capital Advisors first reported a position in IHI in Q4 2018 and held it in 9 quarters. The position peaked at $1.12M in Q3 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

Genesee Capital Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
Genesee Capital Advisors sold 15,228 iShares US Medical Devices ETF shares in Q1 2021, an estimated $830K.
Genesee Capital Advisors first reported a position in iShares US Medical Devices ETF in Q4 2018 and held it in 9 quarters.
Genesee Capital Advisors's iShares US Medical Devices ETF position peaked at $1.12M in Q3 2020.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on Genesee Capital Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.