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Lee Financial’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Lee Financial’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50
Closed -$4.9K – 893
2023
Q3 		$4.9K Buy
+50
New +$4.75K ﹤0.01% 524

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Lee Financial's IEO Position: Q4 2023 in Review

Lee Financial sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2023, closing a stake of 50 shares — an estimated $4.9K sold.

Lee Financial first reported a position in IEO in Q3 2023 and held it in 1 quarter. The position peaked at $4.9K in Q3 2023. 179 funds tracked by Wall St. Rank hold IEO as of Q4 2023.

  • Lee Financial reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 50 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $4.9K.
  • Lee Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 1 quarter.
  • Lee Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $4.9K in Q3 2023.
  • 179 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.