Gryphon Financial Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Gryphon Financial Partners’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
2020 Q1	–	Sell	-8,700	Closed	-$351K	–	161
2019 Q4	$351K	Hold	8,700	–	–	0.09%	121
2019 Q3	$315K	Hold	8,700	–	–	0.09%	120
2019 Q2	$313K	Hold	8,700	–	–	0.09%	117
2019 Q1	$299K	Hold	8,700	–	–	0.09%	103
2018 Q4	$249K	Hold	8,700	–	–	0.06%	171
2018 Q3	$304K	Hold	8,700	–	–	0.09%	116
2018 Q2	$280K	Hold	8,700	–	–	0.13%	62
2018 Q1	$260K	Hold	8,700	–	–	0.13%	66
2017 Q4	$245K	Buy	+8,700	New	+$240K	0.14%	70

Other funds holding IGM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

SEIA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Gryphon Financial Partners's IGM Position: Q1 2020 in Review

Gryphon Financial Partners sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2020, closing a stake of 8,700 shares — an estimated $351K sold.

Gryphon Financial Partners first reported a position in IGM in Q4 2017 and held it in 9 quarters. The position peaked at $351K in Q4 2019. 170 funds tracked by Wall St. Rank hold IGM as of Q1 2020.

Gryphon Financial Partners reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2020 after selling out during the quarter.
Gryphon Financial Partners sold 8,700 iShares Expanded Tech Sector ETF shares in Q1 2020, an estimated $351K.
Gryphon Financial Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and held it in 9 quarters.
Gryphon Financial Partners's iShares Expanded Tech Sector ETF position peaked at $351K in Q4 2019.
170 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2020.

Based on Gryphon Financial Partners's 13F filing for Q1 2020, filed 5 May 2020.