Patriot Financial Group Insurance Agency’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-200	Closed	-$18K	–	2268
2021 Q4	$18K	Buy	+200	New	+$17.4K	﹤0.01%	1269

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

IFO

Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WOOD Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2022, closing a stake of 200 shares — an estimated $18K sold.

Patriot Financial Group Insurance Agency first reported a position in WOOD in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 110 funds tracked by Wall St. Rank hold WOOD as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 200 iShares Global Timber & Forestry ETF shares in Q1 2022, an estimated $18K.
Patriot Financial Group Insurance Agency first reported a position in iShares Global Timber & Forestry ETF in Q4 2021 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's iShares Global Timber & Forestry ETF position peaked at $18K in Q4 2021.
110 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.