Private Capital Management (Colorado)’s iShares US Regional Banks ETF IAT Stock Holding History

Private Capital Management (Colorado)’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-200	Closed	-$8.29K	–	293
2024 Q2	$8.29K	Hold	200	–	–	﹤0.01%	226
2024 Q1	$8.68K	Sell	200 -300	-60%	-$12.3K	﹤0.01%	235
2023 Q4	$20.9K	Hold	500	–	–	0.01%	197
2023 Q3	$16.8K	Hold	500	–	–	﹤0.01%	195
2023 Q2	$16.9K	Hold	500	–	–	﹤0.01%	188
2023 Q1	$17.9K	Buy	+500	New	+$23.4K	0.01%	191

Other funds holding IAT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Private Capital Management (Colorado)'s IAT Position: Q3 2024 in Review

Private Capital Management (Colorado) sold out of iShares US Regional Banks ETF (IAT) in Q3 2024, closing a stake of 200 shares — an estimated $8.29K sold.

Private Capital Management (Colorado) first reported a position in IAT in Q1 2023 and held it in 6 quarters. The position peaked at $20.9K in Q4 2023. 157 funds tracked by Wall St. Rank hold IAT as of Q3 2024.

Private Capital Management (Colorado) reported no remaining iShares US Regional Banks ETF position as of Q3 2024 after selling out during the quarter.
Private Capital Management (Colorado) sold 200 iShares US Regional Banks ETF shares in Q3 2024, an estimated $8.29K.
Private Capital Management (Colorado) first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 6 quarters.
Private Capital Management (Colorado)'s iShares US Regional Banks ETF position peaked at $20.9K in Q4 2023.
157 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q3 2024, filed 14 Nov 2024.