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Newbridge Financial Services Group’s iShares US Transportation ETF IYT Stock Holding History

Newbridge Financial Services Group’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-132
Closed -$7.71K – 1256
2023
Q3 		$7.71K Hold
132
– – ﹤0.01% 872
2023
Q2 		$8.24K Buy
+132
New +$7.57K ﹤0.01% 924

Other funds holding IYT

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Fisher Asset Management
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Newbridge Financial Services Group's IYT Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of iShares US Transportation ETF (IYT) in Q4 2023, closing a stake of 132 shares — an estimated $7.71K sold.

Newbridge Financial Services Group first reported a position in IYT in Q2 2023 and held it in 2 quarters. The position peaked at $8.24K in Q2 2023. 198 funds tracked by Wall St. Rank hold IYT as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining iShares US Transportation ETF position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 132 iShares US Transportation ETF shares in Q4 2023, an estimated $7.71K.
  • Newbridge Financial Services Group first reported a position in iShares US Transportation ETF in Q2 2023 and held it in 2 quarters.
  • Newbridge Financial Services Group's iShares US Transportation ETF position peaked at $8.24K in Q2 2023.
  • 198 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.