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Legacy Capital Partners’s iShares US Home Construction ETF ITB Stock Holding History

Legacy Capital Partners’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
2020
Q4 		– Sell
-4,406
Closed -$250K – 139
2020
Q3 		$250K Buy
+4,406
New +$230K 0.1% 119

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PF
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MMEA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legacy Capital Partners's ITB Position: Q4 2020 in Review

Legacy Capital Partners sold out of iShares US Home Construction ETF (ITB) in Q4 2020, closing a stake of 4,406 shares — an estimated $250K sold.

Legacy Capital Partners first reported a position in ITB in Q3 2020 and held it in 1 quarter. The position peaked at $250K in Q3 2020. 256 funds tracked by Wall St. Rank hold ITB as of Q4 2020.

  • Legacy Capital Partners reported no remaining iShares US Home Construction ETF position as of Q4 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 4,406 iShares US Home Construction ETF shares in Q4 2020, an estimated $250K.
  • Legacy Capital Partners first reported a position in iShares US Home Construction ETF in Q3 2020 and held it in 1 quarter.
  • Legacy Capital Partners's iShares US Home Construction ETF position peaked at $250K in Q3 2020.
  • 256 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2020.

Based on Legacy Capital Partners's 13F filing for Q4 2020, filed 2 Feb 2021.