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Prime Capital Investment Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Prime Capital Investment Advisors’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-82
Closed -$4K – 522
2020
Q1 		$4K Buy
+82
New +$4.36K ﹤0.01% 438

Other funds holding SUSL

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Prime Capital Investment Advisors's SUSL Position: Q2 2020 in Review

Prime Capital Investment Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2020, closing a stake of 82 shares — an estimated $4K sold.

Prime Capital Investment Advisors first reported a position in SUSL in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 30 funds tracked by Wall St. Rank hold SUSL as of Q2 2020.

  • Prime Capital Investment Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2020 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 82 iShares ESG MSCI USA Leaders ETF shares in Q2 2020, an estimated $4K.
  • Prime Capital Investment Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2020 and held it in 1 quarter.
  • Prime Capital Investment Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $4K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2020.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.