Parsons Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Parsons Capital Management’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,035	Closed	-$591K	–	419
2022 Q1	$591K	Buy	+10,035	New	+$636K	0.04%	278
2015 Q2	–	Sell	-675	Closed	-$24K	–	417
2015 Q1	$24K	Buy	+675	New	+$23K	﹤0.01%	566

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parsons Capital Management's IAT Position: Q2 2022 in Review

Parsons Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 10,035 shares — an estimated $591K sold.

Parsons Capital Management first reported a position in IAT in Q1 2015 and held it in 2 quarters. The position peaked at $591K in Q1 2022. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

Parsons Capital Management reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
Parsons Capital Management sold 10,035 iShares US Regional Banks ETF shares in Q2 2022, an estimated $591K.
Parsons Capital Management first reported a position in iShares US Regional Banks ETF in Q1 2015 and held it in 2 quarters.
Parsons Capital Management's iShares US Regional Banks ETF position peaked at $591K in Q1 2022.
140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Parsons Capital Management's 13F filing for Q2 2022, filed 29 Jul 2022.