Gradient Investments’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Gradient Investments’s Portfolio PICK Stock Details PICK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-615	Closed	-$24.9K	–	1888
2023 Q2	$24.9K	Hold	615	–	–	﹤0.01%	647
2023 Q1	$26.3K	Buy	615 +567	+1,181%	+$24.7K	﹤0.01%	625
2022 Q4	$1.97K	Hold	48	–	–	﹤0.01%	1091
2022 Q3	$2K	Sell	48 -187	-80%	-$6.72K	﹤0.01%	1158
2022 Q2	$8K	Buy	+235	New	+$10.5K	﹤0.01%	825

Other funds holding PICK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gradient Investments's PICK Position: Q3 2023 in Review

Gradient Investments sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2023, closing a stake of 615 shares — an estimated $24.9K sold.

Gradient Investments first reported a position in PICK in Q2 2022 and held it in 5 quarters. The position peaked at $26.3K in Q1 2023. 159 funds tracked by Wall St. Rank hold PICK as of Q3 2023.

Gradient Investments reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 615 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2023, an estimated $24.9K.
Gradient Investments first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2022 and held it in 5 quarters.
Gradient Investments's iShares MSCI Global Metals & Mining Producers ETF position peaked at $26.3K in Q1 2023.
159 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.