Patriot Investment Management Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Patriot Investment Management Group’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-145	Closed	-$14.1K	–	299
2022 Q4	$14.1K	Buy	+145	New	+$14.1K	﹤0.01%	353
2020 Q3	–	Sell	-184	Closed	-$6.2K	–	405
2020 Q2	$6.2K	Buy	+184	New	+$5.91K	﹤0.01%	549

Other funds holding IEO

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Patriot Investment Management Group sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2023, closing a stake of 145 shares — an estimated $14.1K sold.

Patriot Investment Management Group first reported a position in IEO in Q2 2020 and held it in 2 quarters. The position peaked at $14.1K in Q4 2022. 165 funds tracked by Wall St. Rank hold IEO as of Q1 2023.

Patriot Investment Management Group reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 145 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $14.1K.
Patriot Investment Management Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2020 and held it in 2 quarters.
Patriot Investment Management Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $14.1K in Q4 2022.
165 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2023.

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