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Patriot Financial Group Insurance Agency’s iShares US Medical Devices ETF IHI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-36
Closed -$2K – 1120
2022
Q2 		$2K Hold
36
– – ﹤0.01% 1764
2022
Q1 		$2K Sell
36
-192
-84% -$11.4K ﹤0.01% 1849
2021
Q4 		$15K Sell
228
-118
-34% -$7.55K ﹤0.01% 1324
2021
Q3 		$22K Sell
346
-1,490
-81% -$95.1K ﹤0.01% 1175
2021
Q2 		$110K Sell
1,836
-5,724
-76% -$331K 0.02% 594
2021
Q1 		$416K Sell
7,560
-4,590
-38% -$255K 0.1% 227
2020
Q4 		$663K Sell
12,150
-306
-2% -$16K 0.17% 137
2020
Q3 		$622K Buy
12,456
+1,986
+19% +$96.2K 0.2% 108
2020
Q2 		$462K Buy
+10,470
New +$447K 0.18% 127
2019
Q2 		– Sell
-180
Closed -$7K – 1450
2019
Q1 		$7K Hold
180
– – ﹤0.01% 777
2018
Q4 		$6K Hold
180
– – ﹤0.01% 699
2018
Q3 		$7K Hold
180
– – ﹤0.01% 687
2018
Q2 		$6K Sell
180
-1,206
-87% -$39.3K 0.01% 456
2018
Q1 		$42K Sell
1,386
-228
-14% -$7.02K 0.03% 344
2017
Q4 		$48K Buy
1,614
+18
+1% +$519 0.04% 308
2017
Q3 		$45K Sell
1,596
-318
-17% -$8.8K 0.04% 272
2017
Q2 		$53K Buy
1,914
+1,368
+251% +$36.2K 0.06% 234
2017
Q1 		$14K Buy
546
+366
+203% +$8.88K 0.01% 431
2016
Q4 		$4K Buy
+180
New +$4.09K 0.01% 600

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 36 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in IHI in Q4 2016 and held it in 19 quarters. The position peaked at $663K in Q4 2020. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 36 iShares US Medical Devices ETF shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares US Medical Devices ETF in Q4 2016 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's iShares US Medical Devices ETF position peaked at $663K in Q4 2020.
  • 556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

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