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Pallas Capital Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Pallas Capital Advisors’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,033
Closed -$1.31M – 614
2024
Q2 		$1.31M Sell
14,033
-702
-5% -$61.5K 0.06% 182
2024
Q1 		$1.27M Sell
14,735
-241
-2% -$19.6K 0.05% 188
2023
Q4 		$1.12M Buy
+14,976
New +$1.02M 0.06% 199

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Pallas Capital Advisors's IGM Position: Q3 2024 in Review

Pallas Capital Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2024, closing a stake of 14,033 shares — an estimated $1.31M sold.

Pallas Capital Advisors first reported a position in IGM in Q4 2023 and held it in 3 quarters. The position peaked at $1.31M in Q2 2024. 382 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

  • Pallas Capital Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2024 after selling out during the quarter.
  • Pallas Capital Advisors sold 14,033 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $1.31M.
  • Pallas Capital Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and held it in 3 quarters.
  • Pallas Capital Advisors's iShares Expanded Tech Sector ETF position peaked at $1.31M in Q2 2024.
  • 382 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on Pallas Capital Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.