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Procyon Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Procyon Advisors’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,200
Closed -$53K – 591
2020
Q2 		$53K Buy
1,200
+600
+100% +$25.6K 0.03% 374
2020
Q1 		$23K Buy
600
+210
+54% +$8.84K 0.02% 458
2019
Q4 		$17K Buy
+390
New +$16.4K 0.01% 525

Other funds holding IHI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Procyon Advisors's IHI Position: Q3 2020 in Review

Procyon Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2020, closing a stake of 1,200 shares — an estimated $53K sold.

Procyon Advisors first reported a position in IHI in Q4 2019 and held it in 3 quarters. The position peaked at $53K in Q2 2020. 488 funds tracked by Wall St. Rank hold IHI as of Q3 2020.

  • Procyon Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 1,200 iShares US Medical Devices ETF shares in Q3 2020, an estimated $53K.
  • Procyon Advisors first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's iShares US Medical Devices ETF position peaked at $53K in Q2 2020.
  • 488 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.