Patriot Financial Group Insurance Agency’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-45	Closed	-$2K	–	1943
2022 Q2	$2K	Sell	45 -11	-20%	-$537	﹤0.01%	1826
2022 Q1	$3K	Hold	56	–	–	﹤0.01%	1808
2021 Q4	$3K	Sell	56 -66	-54%	-$3.61K	﹤0.01%	1892
2021 Q3	$7K	Sell	122 -14	-10%	-$793	﹤0.01%	1613
2021 Q2	$8K	Sell	136 -6	-4%	-$341	﹤0.01%	1529
2021 Q1	$8K	Sell	142 -33	-19%	-$1.89K	﹤0.01%	1443
2020 Q4	$10K	Sell	175 -24	-12%	-$1.34K	﹤0.01%	1242
2020 Q3	$11K	Hold	199	–	–	﹤0.01%	1019
2020 Q2	$10K	Sell	199 -5	-2%	-$252	﹤0.01%	987
2020 Q1	$10K	Buy	204 +104	+104%	+$5.53K	﹤0.01%	870
2019 Q4	$6K	Buy	100 +9	+10%	+$491	﹤0.01%	955
2019 Q3	$5K	Buy	+91	New	+$5K	﹤0.01%	960

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2022, closing a stake of 45 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in WIP in Q3 2019 and held it in 12 quarters. The position peaked at $11K in Q3 2020. 83 funds tracked by Wall St. Rank hold WIP as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 45 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $11K in Q3 2020.
83 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2022.

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