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Patriot Investment Management Group’s iShares US Energy ETF IYE Stock Holding History

Patriot Investment Management Group’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,887
Closed -$91K – 326
2022
Q4 		$91K Buy
+1,887
New +$88.2K 0.01% 283
2020
Q3 		– Sell
-4,083
Closed -$81.7K – 431
2020
Q2 		$81.7K Buy
+4,083
New +$80K 0.01% 283

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Patriot Investment Management Group sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 1,887 shares — an estimated $91K sold.

Patriot Investment Management Group first reported a position in IYE in Q2 2020 and held it in 2 quarters. The position peaked at $91K in Q4 2022. 338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 1,887 iShares US Energy ETF shares in Q1 2023, an estimated $91K.
  • Patriot Investment Management Group first reported a position in iShares US Energy ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares US Energy ETF position peaked at $91K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

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