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Patriot Financial Group Insurance Agency’s Wipro WIT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WIT Stock Details WIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,098
Closed -$3K – 1944
2022
Q2 		$3K Hold
1,098
– – ﹤0.01% 1694
2022
Q1 		$4K Sell
1,098
-52
-5% -$205 ﹤0.01% 1724
2021
Q4 		$6K Buy
1,150
+300
+35% +$1.36K ﹤0.01% 1673
2021
Q3 		$4K Hold
850
– – ﹤0.01% 1802
2021
Q2 		$3K Hold
850
– – ﹤0.01% 1822
2021
Q1 		$3K Hold
850
– – ﹤0.01% 1725
2020
Q4 		$2K Hold
850
– – ﹤0.01% 1684
2020
Q3 		$2K Hold
850
– – ﹤0.01% 1487
2020
Q2 		$1K Buy
850
+300
+55% +$470 ﹤0.01% 1602
2020
Q1 		$1K Buy
+550
New +$966 ﹤0.01% 1511

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Wipro (WIT) in Q3 2022, closing a stake of 1,098 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in WIT in Q1 2020 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 195 funds tracked by Wall St. Rank hold WIT as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Wipro position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,098 Wipro shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Wipro in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Wipro position peaked at $6K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Wipro as of Q3 2022.

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