IFP Advisors’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

IFP Advisors’s Portfolio ANZ Stock Details ANZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13	Closed	-$1K	–	4675
2021 Q4	$1K	Buy	+13	New	+$1K	﹤0.01%	3208
2020 Q1	–	Sell	-183	Closed	-$3K	–	3167
2019 Q4	$3K	Hold	183	–	–	﹤0.01%	2440
2019 Q3	$4K	Buy	+183	New	+$4K	﹤0.01%	2480

Other funds holding ANZ

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PAM

Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

IFP Advisors's ANZ Position: Q1 2022 in Review

IFP Advisors sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q1 2022, closing a stake of 13 shares — an estimated $1K sold.

IFP Advisors first reported a position in ANZ in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 6 funds tracked by Wall St. Rank hold ANZ as of Q1 2022.

IFP Advisors reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q1 2022 after selling out during the quarter.
IFP Advisors sold 13 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q1 2022, an estimated $1K.
IFP Advisors first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q3 2019 and held it in 3 quarters.
IFP Advisors's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $4K in Q3 2019.
6 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.