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Laurel Wealth Advisors (North Carolina)’s iShares US Home Construction ETF ITB Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-110
Closed -$8K – 700
2021
Q2 		$8K Hold
110
– – ﹤0.01% 478
2021
Q1 		$7K Hold
110
– – ﹤0.01% 450
2020
Q4 		$6K Buy
+110
New +$6.2K ﹤0.01% 455

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PF
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ITB Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Home Construction ETF (ITB) in Q3 2021, closing a stake of 110 shares — an estimated $8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ITB in Q4 2020 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 280 funds tracked by Wall St. Rank hold ITB as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Home Construction ETF position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 110 iShares US Home Construction ETF shares in Q3 2021, an estimated $8K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Home Construction ETF in Q4 2020 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares US Home Construction ETF position peaked at $8K in Q2 2021.
  • 280 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.