Patriot Financial Group Insurance Agency’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-420	Closed	-$36K	–	1100
2022 Q2	$36K	Hold	420	–	–	0.01%	832
2022 Q1	$38K	Hold	420	–	–	0.01%	865
2021 Q4	$37K	Hold	420	–	–	0.01%	984
2021 Q3	$33K	Hold	420	–	–	0.01%	1017
2021 Q2	$33K	Hold	420	–	–	0.01%	985
2021 Q1	$33K	Hold	420	–	–	0.01%	913
2020 Q4	$33K	Hold	420	–	–	0.01%	822
2020 Q3	$31K	Hold	420	–	–	0.01%	661
2020 Q2	$29K	Hold	420	–	–	0.01%	650
2020 Q1	$29K	Hold	420	–	–	0.01%	569
2019 Q4	$34K	Hold	420	–	–	0.01%	563
2019 Q3	$34K	Buy	+420	New	+$32.7K	0.02%	514

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of iShares US Utilities ETF (IDU) in Q3 2022, closing a stake of 420 shares — an estimated $36K sold.

Patriot Financial Group Insurance Agency first reported a position in IDU in Q3 2019 and held it in 12 quarters. The position peaked at $38K in Q1 2022. 222 funds tracked by Wall St. Rank hold IDU as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares US Utilities ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 420 iShares US Utilities ETF shares in Q3 2022, an estimated $36K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Utilities ETF in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's iShares US Utilities ETF position peaked at $38K in Q1 2022.
222 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2022.

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