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P.J. Schmidt Investment Management (PJS)’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
2024
Q3 		– Sell
-2,062
Closed -$205K – 190
2024
Q2 		$205K Buy
2,062
+50
+2% +$5.19K 0.04% 178
2024
Q1 		$215K Buy
+2,012
New +$192K 0.04% 173

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Wells Fargo
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LPL Financial
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AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
EWA
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s IEO Position: Q3 2024 in Review

P.J. Schmidt Investment Management (PJS) sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2024, closing a stake of 2,062 shares — an estimated $205K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in IEO in Q1 2024 and held it in 2 quarters. The position peaked at $215K in Q1 2024. 168 funds tracked by Wall St. Rank hold IEO as of Q3 2024.

  • P.J. Schmidt Investment Management (PJS) reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 2,062 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $205K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2024 and held it in 2 quarters.
  • P.J. Schmidt Investment Management (PJS)'s iShares US Oil & Gas Exploration & Production ETF position peaked at $215K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q3 2024, filed 23 Oct 2024.