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Hexagon Capital Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Hexagon Capital Partners’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-271
Closed -$23K – 1362
2022
Q2 		$23K Buy
+271
New +$24.4K 0.01% 509

Other funds holding IAI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hexagon Capital Partners's IAI Position: Q3 2022 in Review

Hexagon Capital Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2022, closing a stake of 271 shares — an estimated $23K sold.

Hexagon Capital Partners first reported a position in IAI in Q2 2022 and held it in 1 quarter. The position peaked at $23K in Q2 2022. 94 funds tracked by Wall St. Rank hold IAI as of Q3 2022.

  • Hexagon Capital Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2022 after selling out during the quarter.
  • Hexagon Capital Partners sold 271 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2022, an estimated $23K.
  • Hexagon Capital Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2022 and held it in 1 quarter.
  • Hexagon Capital Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $23K in Q2 2022.
  • 94 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2022.

Based on Hexagon Capital Partners's 13F filing for Q3 2022, filed 17 Oct 2022.