IberiaBank’s Vanguard Information Technology ETF VGT Stock Holding History

IberiaBank’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$1.28M	Buy	36,704 +160	+0.4%	+$4.99K	0.15%	115
2020 Q1	$968K	Sell	36,544 -240	-0.7%	-$7.27K	0.13%	117
2019 Q4	$1.13M	Buy	36,784 +640	+2%	+$18.3K	0.12%	122
2019 Q3	$974K	Sell	36,144 -20,064	-36%	-$540K	0.11%	126
2019 Q2	$1.48M	Hold	56,208	–	–	0.16%	112
2019 Q1	$1.41M	Hold	56,208	–	–	0.16%	115
2018 Q4	$1.17M	Buy	56,208 +11,144	+25%	+$253K	0.15%	123
2018 Q3	$1.14M	Buy	45,064 +160	+0.4%	+$3.89K	0.14%	137
2018 Q2	$1.02M	Buy	44,904 +2,264	+5%	+$50.8K	0.18%	133
2018 Q1	$911K	Sell	42,640 -5,624	-12%	-$123K	0.18%	132
2017 Q4	$994K	Buy	48,264 +12,616	+35%	+$256K	0.16%	141
2017 Q3	$677K	Hold	35,648	–	–	0.11%	152
2017 Q2	$628K	Hold	35,648	–	–	0.19%	112
2017 Q1	$604K	Sell	35,648 -13,888	-28%	-$227K	0.19%	113
2016 Q4	$752K	Buy	+49,536	New	+$746K	0.28%	75

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

IberiaBank's VGT Position: Q2 2020 in Review

IberiaBank increased its Vanguard Information Technology ETF (VGT) stake by 0.44% in Q2 2020, buying an estimated $4.99K and bringing the position to 36,704 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #115.

IberiaBank first reported a position in VGT in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.48M in Q2 2019. 823 funds tracked by Wall St. Rank hold VGT as of Q2 2020.

IberiaBank held 36,704 shares of Vanguard Information Technology ETF worth $1.28M as of Q2 2020.
IberiaBank bought 160 Vanguard Information Technology ETF shares in Q2 2020, an estimated $4.99K.
Vanguard Information Technology ETF made up 0.15% of IberiaBank's portfolio in Q2 2020, its #115 holding.
IberiaBank first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 15 quarters since.
IberiaBank's Vanguard Information Technology ETF position peaked at $1.48M in Q2 2019.
823 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.