HM Payson & Co’s iShares US Energy ETF IYE Stock Holding History

HM Payson & Co’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-117	Closed	-$5.62K	–	1146
2024 Q2	$5.62K	Buy	+117	New	+$5.71K	﹤0.01%	886

Other funds holding IYE

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

HM Payson & Co's IYE Position: Q3 2024 in Review

HM Payson & Co sold out of iShares US Energy ETF (IYE) in Q3 2024, closing a stake of 117 shares — an estimated $5.62K sold.

HM Payson & Co first reported a position in IYE in Q2 2024 and held it in 1 quarter. The position peaked at $5.62K in Q2 2024. 281 funds tracked by Wall St. Rank hold IYE as of Q3 2024.

HM Payson & Co reported no remaining iShares US Energy ETF position as of Q3 2024 after selling out during the quarter.
HM Payson & Co sold 117 iShares US Energy ETF shares in Q3 2024, an estimated $5.62K.
HM Payson & Co first reported a position in iShares US Energy ETF in Q2 2024 and held it in 1 quarter.
HM Payson & Co's iShares US Energy ETF position peaked at $5.62K in Q2 2024.
281 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.