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Patriot Financial Group Insurance Agency’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,697
Closed -$640K – 495
2023
Q3 		$640K Sell
6,697
-3,139
-32% -$239K 0.13% 187
2023
Q2 		$618K Buy
9,836
+141
+1% +$9.03K 0.12% 207
2023
Q1 		$591K Buy
9,695
+910
+10% +$57.6K 0.12% 196
2022
Q4 		$629K Buy
+8,785
New +$617K 0.08% 170

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PFIX Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2023, closing a stake of 6,697 shares — an estimated $640K sold.

Patriot Financial Group Insurance Agency first reported a position in PFIX in Q4 2022 and held it in 4 quarters. The position peaked at $640K in Q3 2023. 50 funds tracked by Wall St. Rank hold PFIX as of Q4 2023.

  • Patriot Financial Group Insurance Agency reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6,697 Simplify Interest Rate Hedge ETF shares in Q4 2023, an estimated $640K.
  • Patriot Financial Group Insurance Agency first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Simplify Interest Rate Hedge ETF position peaked at $640K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.