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Hazlett, Burt & Watson’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Hazlett, Burt & Watson’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-845
Closed -$22K – 624
2022
Q3 		$22K Hold
845
– – 0.02% 362
2022
Q2 		$24K Hold
845
– – 0.02% 356
2022
Q1 		$29K Buy
+845
New +$29.9K 0.02% 352

Other funds holding IDNA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Hazlett, Burt & Watson's IDNA Position: Q4 2022 in Review

Hazlett, Burt & Watson sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q4 2022, closing a stake of 845 shares — an estimated $22K sold.

Hazlett, Burt & Watson first reported a position in IDNA in Q1 2022 and held it in 3 quarters. The position peaked at $29K in Q1 2022. 75 funds tracked by Wall St. Rank hold IDNA as of Q4 2022.

  • Hazlett, Burt & Watson reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q4 2022 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 845 iShares Genomics Immunology and Healthcare ETF shares in Q4 2022, an estimated $22K.
  • Hazlett, Burt & Watson first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2022 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares Genomics Immunology and Healthcare ETF position peaked at $29K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q4 2022.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2022, filed 25 Jan 2023.