Patriot Financial Group Insurance Agency’s iShares North American Natural Resources ETF IGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-693	Closed	-$25K	–	1109
2022 Q2	$25K	Hold	693	–	–	0.01%	934
2022 Q1	$28K	Hold	693	–	–	0.01%	959
2021 Q4	$22K	Hold	693	–	–	﹤0.01%	1180
2021 Q3	$20K	Sell	693 -6,300	-90%	-$181K	﹤0.01%	1214
2021 Q2	$21K	Buy	6,993 +6,300	+909%	+$188K	﹤0.01%	1155
2021 Q1	$19K	Hold	693	–	–	﹤0.01%	1115
2020 Q4	$16K	Hold	693	–	–	﹤0.01%	1054
2020 Q3	$14K	Hold	693	–	–	﹤0.01%	922
2020 Q2	$15K	Hold	693	–	–	0.01%	833
2020 Q1	$12K	Hold	693	–	–	0.01%	798
2019 Q4	$21K	Hold	693	–	–	0.01%	667
2019 Q3	$20K	Hold	693	–	–	0.01%	653
2019 Q2	$21K	Buy	+693	New	+$21.2K	0.01%	632
2018 Q2	–	Sell	-238	Closed	-$8K	–	737
2018 Q1	$8K	Hold	238	–	–	0.01%	630
2017 Q4	$9K	Sell	238 -75	-24%	-$2.53K	0.01%	605
2017 Q3	$11K	Hold	313	–	–	0.01%	530
2017 Q2	$10K	Sell	313 -730	-70%	-$24K	0.01%	529
2017 Q1	$36K	Buy	1,043 +730	+233%	+$25.7K	0.04%	270
2016 Q4	$11K	Buy	+313	New	+$10.9K	0.02%	445

Other funds holding IGE

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MWM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of iShares North American Natural Resources ETF (IGE) in Q3 2022, closing a stake of 693 shares — an estimated $25K sold.

Patriot Financial Group Insurance Agency first reported a position in IGE in Q4 2016 and held it in 19 quarters. The position peaked at $36K in Q1 2017. 147 funds tracked by Wall St. Rank hold IGE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares North American Natural Resources ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 693 iShares North American Natural Resources ETF shares in Q3 2022, an estimated $25K.
Patriot Financial Group Insurance Agency first reported a position in iShares North American Natural Resources ETF in Q4 2016 and held it in 19 quarters.
Patriot Financial Group Insurance Agency's iShares North American Natural Resources ETF position peaked at $36K in Q1 2017.
147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2022.

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