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Penserra Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Penserra Capital Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-89
Closed -$7K – 1306
2024
Q1 		$7K Buy
+89
New +$7.25K ﹤0.01% 982
2023
Q3 		– Sell
-306
Closed -$20K – 1294
2023
Q2 		$20K Buy
+306
New +$18.2K ﹤0.01% 1095

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Penserra Capital Management's IGM Position: Q2 2024 in Review

Penserra Capital Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2024, closing a stake of 89 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in IGM in Q2 2023 and held it in 2 quarters. The position peaked at $20K in Q2 2023. 368 funds tracked by Wall St. Rank hold IGM as of Q2 2024.

  • Penserra Capital Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 89 iShares Expanded Tech Sector ETF shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and held it in 2 quarters.
  • Penserra Capital Management's iShares Expanded Tech Sector ETF position peaked at $20K in Q2 2023.
  • 368 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.