Picton Mahoney Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Picton Mahoney Asset Management’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20,800	Closed	-$450K	–	906
2024 Q2	$450K	Buy	+20,800	New	+$441K	0.02%	248
2024 Q1	–	Sell	-11,800	Closed	-$269K	–	437
2023 Q4	$269K	Buy	11,800 +6,960	+144%	+$149K	0.01%	296
2023 Q3	$103K	Buy	+4,840	New	+$107K	﹤0.01%	301

Other funds holding IYZ

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

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

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

Picton Mahoney Asset Management's IYZ Position: Q3 2024 in Review

Picton Mahoney Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2024, closing a stake of 20,800 shares — an estimated $450K sold.

Picton Mahoney Asset Management first reported a position in IYZ in Q3 2023 and held it in 3 quarters. The position peaked at $450K in Q2 2024. 103 funds tracked by Wall St. Rank hold IYZ as of Q3 2024.

Picton Mahoney Asset Management reported no remaining iShares US Telecommunications ETF position as of Q3 2024 after selling out during the quarter.
Picton Mahoney Asset Management sold 20,800 iShares US Telecommunications ETF shares in Q3 2024, an estimated $450K.
Picton Mahoney Asset Management first reported a position in iShares US Telecommunications ETF in Q3 2023 and held it in 3 quarters.
Picton Mahoney Asset Management's iShares US Telecommunications ETF position peaked at $450K in Q2 2024.
103 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2024, filed 4 Nov 2024.