PCM
IDU icon

Penserra Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Penserra Capital Management’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-90
Closed -$8K – 1207
2024
Q2 		$8K Buy
+90
New +$7.91K ﹤0.01% 983

Other funds holding IDU

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Penserra Capital Management's IDU Position: Q3 2024 in Review

Penserra Capital Management sold out of iShares US Utilities ETF (IDU) in Q3 2024, closing a stake of 90 shares — an estimated $8K sold.

Penserra Capital Management first reported a position in IDU in Q2 2024 and held it in 1 quarter. The position peaked at $8K in Q2 2024. 256 funds tracked by Wall St. Rank hold IDU as of Q3 2024.

  • Penserra Capital Management reported no remaining iShares US Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • Penserra Capital Management sold 90 iShares US Utilities ETF shares in Q3 2024, an estimated $8K.
  • Penserra Capital Management first reported a position in iShares US Utilities ETF in Q2 2024 and held it in 1 quarter.
  • Penserra Capital Management's iShares US Utilities ETF position peaked at $8K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.