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ICA Group Wealth Management’s BNY Mellon Concentrated International ETF BKCI Stock Holding History

ICA Group Wealth Management’s Portfolio BKCI Stock Details BKCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-35
Closed -$1.69K – 328
2023
Q2 		$1.69K Buy
+35
New +$1.67K ﹤0.01% 1142

Other funds holding BKCI

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

ICA Group Wealth Management's BKCI Position: Q3 2023 in Review

ICA Group Wealth Management sold out of BNY Mellon Concentrated International ETF (BKCI) in Q3 2023, closing a stake of 35 shares — an estimated $1.69K sold.

ICA Group Wealth Management first reported a position in BKCI in Q2 2023 and held it in 1 quarter. The position peaked at $1.69K in Q2 2023. 13 funds tracked by Wall St. Rank hold BKCI as of Q3 2023.

  • ICA Group Wealth Management reported no remaining BNY Mellon Concentrated International ETF position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 35 BNY Mellon Concentrated International ETF shares in Q3 2023, an estimated $1.69K.
  • ICA Group Wealth Management first reported a position in BNY Mellon Concentrated International ETF in Q2 2023 and held it in 1 quarter.
  • ICA Group Wealth Management's BNY Mellon Concentrated International ETF position peaked at $1.69K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held BNY Mellon Concentrated International ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.