Patriot Financial Group Insurance Agency’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7	Closed	–	–	1521
2022 Q2	$0	Buy	+7	New	+$312	﹤0.01%	2137
2022 Q1	–	Sell	-42	Closed	-$2K	–	2196
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	1960
2021 Q3	$2K	Buy	42 +8	+24%	+$360	﹤0.01%	1963
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	1900
2021 Q1	$1K	Buy	+34	New	+$1.39K	﹤0.01%	1909

Other funds holding PICK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2022, closing a stake of 7 shares.

Patriot Financial Group Insurance Agency first reported a position in PICK in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 137 funds tracked by Wall St. Rank hold PICK as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 7 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2022.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI Global Metals & Mining Producers ETF position peaked at $2K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2022.

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