PFGIA
CPI

Patriot Financial Group Insurance Agency’s CPI Inflation Hedged ETF CPI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CPI Stock Details CPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-157
Closed -$4K – 2136
2022
Q2 		$4K Buy
157
+2
+1% +$53 ﹤0.01% 1594
2022
Q1 		$4K Hold
155
– – ﹤0.01% 1735
2021
Q4 		$4K Hold
155
– – ﹤0.01% 1828
2021
Q3 		$4K Hold
155
– – ﹤0.01% 1811
2021
Q2 		$4K Hold
155
– – ﹤0.01% 1752
2021
Q1 		$4K Buy
155
+2
+1% +$54 ﹤0.01% 1667
2020
Q4 		$4K Hold
153
– – ﹤0.01% 1529
2020
Q3 		$4K Hold
153
– – ﹤0.01% 1333
2020
Q2 		$4K Hold
153
– – ﹤0.01% 1279
2020
Q1 		$4K Buy
153
+3
+2% +$82 ﹤0.01% 1174
2019
Q4 		$4K Hold
150
– – ﹤0.01% 1030
2019
Q3 		$4K Hold
150
– – ﹤0.01% 1009
2019
Q2 		$4K Hold
150
– – ﹤0.01% 1017
2019
Q1 		$4K Buy
+150
New +$4.09K ﹤0.01% 920

Other funds holding CPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CPI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of CPI Inflation Hedged ETF (CPI) in Q3 2022, closing a stake of 157 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in CPI in Q1 2019 and held it in 14 quarters. The position peaked at $4K in Q2 2022. 6 funds tracked by Wall St. Rank hold CPI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining CPI Inflation Hedged ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 157 CPI Inflation Hedged ETF shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in CPI Inflation Hedged ETF in Q1 2019 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's CPI Inflation Hedged ETF position peaked at $4K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.