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Patriot Financial Group Insurance Agency’s iShares US Energy ETF IYE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-236
Closed -$9K – 1182
2022
Q2 		$9K Sell
236
-155
-40% -$6.58K ﹤0.01% 1291
2022
Q1 		$16K Buy
391
+14
+4% +$516 ﹤0.01% 1177
2021
Q4 		$11K Sell
377
-56
-13% -$1.72K ﹤0.01% 1457
2021
Q3 		$12K Sell
433
-161
-27% -$4.33K ﹤0.01% 1401
2021
Q2 		$17K Buy
+594
New +$16.5K ﹤0.01% 1248
2018
Q2 		– Sell
-1,025
Closed -$37K – 763
2018
Q1 		$37K Buy
1,025
+200
+24% +$7.75K 0.03% 362
2017
Q4 		$33K Sell
825
-165
-17% -$6.21K 0.02% 359
2017
Q3 		$37K Sell
990
-200
-17% -$7.11K 0.03% 300
2017
Q2 		$42K Hold
1,190
– – 0.04% 261
2017
Q1 		$46K Hold
1,190
– – 0.05% 233
2016
Q4 		$49K Buy
+1,190
New +$47.4K 0.07% 220

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of iShares US Energy ETF (IYE) in Q3 2022, closing a stake of 236 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in IYE in Q4 2016 and held it in 11 quarters. The position peaked at $49K in Q4 2016. 361 funds tracked by Wall St. Rank hold IYE as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares US Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 236 iShares US Energy ETF shares in Q3 2022, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares US Energy ETF in Q4 2016 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's iShares US Energy ETF position peaked at $49K in Q4 2016.
  • 361 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2022.

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