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Pacific Capital Wealth Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Pacific Capital Wealth Advisors’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
-950
Closed -$54K – 120
2020
Q3 		$54K Buy
+950
New +$49.7K 0.03% 100

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
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

Pacific Capital Wealth Advisors's ITB Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of iShares US Home Construction ETF (ITB) in Q4 2020, closing a stake of 950 shares — an estimated $54K sold.

Pacific Capital Wealth Advisors first reported a position in ITB in Q3 2020 and held it in 1 quarter. The position peaked at $54K in Q3 2020. 256 funds tracked by Wall St. Rank hold ITB as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining iShares US Home Construction ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 950 iShares US Home Construction ETF shares in Q4 2020, an estimated $54K.
  • Pacific Capital Wealth Advisors first reported a position in iShares US Home Construction ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's iShares US Home Construction ETF position peaked at $54K in Q3 2020.
  • 256 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.