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HM Payson & Co’s iShares US Infrastructure ETF IFRA Stock Holding History

HM Payson & Co’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43
Closed -$1.86K – 1013
2024
Q1 		$1.86K Buy
+43
New +$1.73K ﹤0.01% 903

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Morgan Stanley
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JP Morgan Chase
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WBG
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HM Payson & Co's IFRA Position: Q2 2024 in Review

HM Payson & Co sold out of iShares US Infrastructure ETF (IFRA) in Q2 2024, closing a stake of 43 shares — an estimated $1.86K sold.

HM Payson & Co first reported a position in IFRA in Q1 2024 and held it in 1 quarter. The position peaked at $1.86K in Q1 2024. 405 funds tracked by Wall St. Rank hold IFRA as of Q2 2024.

  • HM Payson & Co reported no remaining iShares US Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
  • HM Payson & Co sold 43 iShares US Infrastructure ETF shares in Q2 2024, an estimated $1.86K.
  • HM Payson & Co first reported a position in iShares US Infrastructure ETF in Q1 2024 and held it in 1 quarter.
  • HM Payson & Co's iShares US Infrastructure ETF position peaked at $1.86K in Q1 2024.
  • 405 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2024.

Based on HM Payson & Co's 13F filing for Q2 2024, filed 13 Aug 2024.