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PCA Investment Advisory Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-1,134
Closed -$96.3K – 254
2023
Q2 		$96.3K Buy
+1,134
New +$95.2K 0.06% 196

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Bank of America
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Wells Fargo
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA Investment Advisory Services's IEO Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2023, closing a stake of 1,134 shares — an estimated $96.3K sold.

PCA Investment Advisory Services first reported a position in IEO in Q2 2023 and held it in 1 quarter. The position peaked at $96.3K in Q2 2023. 183 funds tracked by Wall St. Rank hold IEO as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,134 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2023, an estimated $96.3K.
  • PCA Investment Advisory Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $96.3K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.