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Patriot Investment Management Group’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Patriot Investment Management Group’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,284
Closed -$39.7K – 377
2022
Q4 		$39.7K Buy
+1,284
New +$35.7K ﹤0.01% 307

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Patriot Investment Management Group sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q1 2023, closing a stake of 1,284 shares — an estimated $39.7K sold.

Patriot Investment Management Group first reported a position in TECB in Q4 2022 and held it in 1 quarter. The position peaked at $39.7K in Q4 2022. 31 funds tracked by Wall St. Rank hold TECB as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 1,284 iShares US Tech Breakthrough Multisector ETF shares in Q1 2023, an estimated $39.7K.
  • Patriot Investment Management Group first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares US Tech Breakthrough Multisector ETF position peaked at $39.7K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2023.

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