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Patriot Financial Group Insurance Agency’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ECON Stock Details ECON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16
Closed – – 831
2022
Q2 		$0 Hold
16
– – ﹤0.01% 2050
2022
Q1 		$0 Hold
16
– – ﹤0.01% 2091
2021
Q4 		$0 Hold
16
– – ﹤0.01% 2171
2021
Q3 		$0 Hold
16
– – ﹤0.01% 2165
2021
Q2 		$0 Hold
16
– – ﹤0.01% 2093
2021
Q1 		$0 Hold
16
– – ﹤0.01% 1996
2020
Q4 		$0 Hold
16
– – ﹤0.01% 1875
2020
Q3 		$0 Hold
16
– – ﹤0.01% 1708
2020
Q2 		$0 Hold
16
– – ﹤0.01% 1688
2020
Q1 		$0 Hold
16
– – ﹤0.01% 1598
2019
Q4 		$0 Hold
16
– – ﹤0.01% 1348
2019
Q3 		$0 Hold
16
– – ﹤0.01% 1339
2019
Q2 		$1K Hold
16
– – ﹤0.01% 1223
2019
Q1 		$0 Hold
16
– – ﹤0.01% 1244
2018
Q4 		$0 Buy
+16
New +$334 ﹤0.01% 1013

Other funds holding ECON

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2022, closing a stake of 16 shares.

Patriot Financial Group Insurance Agency first reported a position in ECON in Q4 2018 and held it in 15 quarters. The position peaked at $1K in Q2 2019. 37 funds tracked by Wall St. Rank hold ECON as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 16 Columbia Emerging Markets Consumer ETF shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's Columbia Emerging Markets Consumer ETF position peaked at $1K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2022.

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