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Patriot Financial Group Insurance Agency’s iShares US Equity Factor ETF LRGF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,312
Closed -$50K – 1282
2022
Q2 		$50K Hold
1,312
– – 0.01% 733
2022
Q1 		$58K Hold
1,312
– – 0.01% 734
2021
Q4 		$61K Hold
1,312
– – 0.01% 800
2021
Q3 		$55K Hold
1,312
– – 0.01% 840
2021
Q2 		$56K Hold
1,312
– – 0.01% 806
2021
Q1 		$53K Sell
1,312
-2,015
-61% -$79.2K 0.01% 750
2020
Q4 		$125K Sell
3,327
-1,257
-27% -$44.8K 0.03% 440
2020
Q3 		$152K Buy
4,584
+300
+7% +$9.85K 0.05% 317
2020
Q2 		$133K Buy
4,284
+1,074
+33% +$31.9K 0.05% 292
2020
Q1 		$85K Buy
3,210
+492
+18% +$15.9K 0.04% 345
2019
Q4 		$94K Buy
2,718
+478
+21% +$15.9K 0.04% 351
2019
Q3 		$72K Buy
2,240
+399
+22% +$12.7K 0.03% 369
2019
Q2 		$59K Hold
1,841
– – 0.03% 410
2019
Q1 		$57K Sell
1,841
-287
-13% -$8.68K 0.03% 364
2018
Q4 		$59K Sell
2,128
-116
-5% -$3.57K 0.04% 293
2018
Q3 		$75K Buy
+2,244
New +$74.8K 0.04% 244

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of iShares US Equity Factor ETF (LRGF) in Q3 2022, closing a stake of 1,312 shares — an estimated $50K sold.

Patriot Financial Group Insurance Agency first reported a position in LRGF in Q3 2018 and held it in 16 quarters. The position peaked at $152K in Q3 2020. 148 funds tracked by Wall St. Rank hold LRGF as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares US Equity Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,312 iShares US Equity Factor ETF shares in Q3 2022, an estimated $50K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares US Equity Factor ETF in Q3 2018 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's iShares US Equity Factor ETF position peaked at $152K in Q3 2020.
  • 148 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2022.

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