Laurel Wealth Advisors (California)’s iShares Asia 50 ETF AIA Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio AIA Stock Details AIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,705	Closed	-$232K	–	617
2022 Q2	$232K	Sell	3,705 -1,146	-24%	-$73.5K	0.02%	583
2022 Q1	$333K	Sell	4,851 -175	-3%	-$12.9K	0.03%	549
2021 Q4	$385K	Sell	5,026 -605	-11%	-$47.8K	0.03%	545
2021 Q3	$440K	Sell	5,631 -194	-3%	-$16.2K	0.08%	259
2021 Q2	$534K	Buy	5,825 +489	+9%	+$44.8K	0.07%	262
2021 Q1	$492K	Buy	5,336 +198	+4%	+$18.9K	0.07%	257
2020 Q4	$448K	Buy	5,138 +1,326	+35%	+$106K	0.07%	268
2020 Q3	$274K	Buy	3,812 +441	+13%	+$31.3K	0.05%	317
2020 Q2	$219K	Buy	+3,371	New	+$203K	0.04%	357
2020 Q1	–	Sell	-3,370	Closed	-$222K	–	356
2019 Q4	$222K	Sell	3,370 -51	-1%	-$3.17K	0.04%	420
2019 Q3	$201K	Buy	3,421 +21	+0.6%	+$1.24K	0.03%	433
2019 Q2	$208K	Buy	+3,400	New	+$206K	0.05%	379

Other funds holding AIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AIA Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares Asia 50 ETF (AIA) in Q3 2022, closing a stake of 3,705 shares — an estimated $232K sold.

Laurel Wealth Advisors (California) first reported a position in AIA in Q2 2019 and held it in 12 quarters. The position peaked at $534K in Q2 2021. 70 funds tracked by Wall St. Rank hold AIA as of Q3 2022.

Laurel Wealth Advisors (California) reported no remaining iShares Asia 50 ETF position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 3,705 iShares Asia 50 ETF shares in Q3 2022, an estimated $232K.
Laurel Wealth Advisors (California) first reported a position in iShares Asia 50 ETF in Q2 2019 and held it in 12 quarters.
Laurel Wealth Advisors (California)'s iShares Asia 50 ETF position peaked at $534K in Q2 2021.
70 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.