Patriot Financial Group Insurance Agency’s iShares US Pharmaceuticals ETF IHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-162	Closed	-$10K	–	2197
2021 Q3	$10K	Hold	162	–	–	﹤0.01%	1478
2021 Q2	$10K	Hold	162	–	–	﹤0.01%	1443
2021 Q1	$10K	Hold	162	–	–	﹤0.01%	1354
2020 Q4	$10K	Buy	+162	New	+$9.23K	﹤0.01%	1220

Other funds holding IHE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's IHE Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2021, closing a stake of 162 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in IHE in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 112 funds tracked by Wall St. Rank hold IHE as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 162 iShares US Pharmaceuticals ETF shares in Q4 2021, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Pharmaceuticals ETF in Q4 2020 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's iShares US Pharmaceuticals ETF position peaked at $10K in Q3 2021.
112 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.