PIMG
IDNA icon

Patriot Investment Management Group’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Patriot Investment Management Group’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,505
Closed -$123K – 293
2022
Q4 		$123K Buy
+4,505
New +$121K 0.01% 265

Other funds holding IDNA

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Patriot Investment Management Group's IDNA Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2023, closing a stake of 4,505 shares — an estimated $123K sold.

Patriot Investment Management Group first reported a position in IDNA in Q4 2022 and held it in 1 quarter. The position peaked at $123K in Q4 2022. 75 funds tracked by Wall St. Rank hold IDNA as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 4,505 iShares Genomics Immunology and Healthcare ETF shares in Q1 2023, an estimated $123K.
  • Patriot Investment Management Group first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares Genomics Immunology and Healthcare ETF position peaked at $123K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.