Graypoint LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Graypoint LLC’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,034	Closed	-$232K	–	342
2022 Q3	$232K	Sell	5,034 -5,250	-51%	-$277K	0.03%	293
2022 Q2	$505K	Buy	10,284 +540	+6%	+$29.6K	0.06%	178
2022 Q1	$631K	Buy	+9,744	New	+$627K	0.06%	182

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Graypoint LLC's IGM Position: Q4 2022 in Review

Graypoint LLC sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2022, closing a stake of 5,034 shares — an estimated $232K sold.

Graypoint LLC first reported a position in IGM in Q1 2022 and held it in 3 quarters. The position peaked at $631K in Q1 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

Graypoint LLC reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2022 after selling out during the quarter.
Graypoint LLC sold 5,034 iShares Expanded Tech Sector ETF shares in Q4 2022, an estimated $232K.
Graypoint LLC first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 3 quarters.
Graypoint LLC's iShares Expanded Tech Sector ETF position peaked at $631K in Q1 2022.
251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on Graypoint LLC's 13F filing for Q4 2022, filed 31 Jan 2023.