Pictet Asset Management (Switzerland)’s iShares Core S&P 500 ETF IVV Stock Holding History

Pictet Asset Management (Switzerland)’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,575	Closed	-$4.06M	–	2003
2022 Q4	$4.06M	Buy	10,575 +2,294	+28%	+$885K	0.01%	785
2022 Q3	$2.97M	Buy	+8,281	New	+$3.31M	﹤0.01%	839

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s IVV Position: Q1 2023 in Review

Pictet Asset Management (Switzerland) sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 10,575 shares — an estimated $4.06M sold.

Pictet Asset Management (Switzerland) first reported a position in IVV in Q3 2022 and held it in 2 quarters. The position peaked at $4.06M in Q4 2022. 2,674 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

Pictet Asset Management (Switzerland) reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Pictet Asset Management (Switzerland) sold 10,575 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $4.06M.
Pictet Asset Management (Switzerland) first reported a position in iShares Core S&P 500 ETF in Q3 2022 and held it in 2 quarters.
Pictet Asset Management (Switzerland)'s iShares Core S&P 500 ETF position peaked at $4.06M in Q4 2022.
2,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q1 2023, filed 10 May 2023.