Patriot Financial Group Insurance Agency’s iShares Asia 50 ETF AIA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio AIA Stock Details AIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-50	Closed	-$3K	–	1662
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	1282
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	1178
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	1031
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	1011
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	1023
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	925
2018 Q4	$3K	Hold	50	–	–	﹤0.01%	781
2018 Q3	$3K	Buy	+50	New	+$3.11K	﹤0.01%	805
2018 Q2	–	Sell	-50	Closed	-$3K	–	584
2018 Q1	$3K	Hold	50	–	–	﹤0.01%	803
2017 Q4	$3K	Hold	50	–	–	﹤0.01%	796
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	764
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	748
2017 Q1	$3K	Hold	50	–	–	﹤0.01%	690
2016 Q4	$2K	Buy	+50	New	+$2.41K	﹤0.01%	676

Other funds holding AIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AIA Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of iShares Asia 50 ETF (AIA) in Q3 2020, closing a stake of 50 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in AIA in Q4 2016 and held it in 14 quarters. The position peaked at $3K in Q2 2020. 68 funds tracked by Wall St. Rank hold AIA as of Q3 2020.

Patriot Financial Group Insurance Agency reported no remaining iShares Asia 50 ETF position as of Q3 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 50 iShares Asia 50 ETF shares in Q3 2020, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in iShares Asia 50 ETF in Q4 2016 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's iShares Asia 50 ETF position peaked at $3K in Q2 2020.
68 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.