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Punch & Associates Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Punch & Associates Investment Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,200
Closed -$62K – 238
2020
Q3 		$62K Buy
+1,200
New +$60.5K 0.01% 227

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Punch & Associates Investment Management's IGM Position: Q4 2020 in Review

Punch & Associates Investment Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2020, closing a stake of 1,200 shares — an estimated $62K sold.

Punch & Associates Investment Management first reported a position in IGM in Q3 2020 and held it in 1 quarter. The position peaked at $62K in Q3 2020. 242 funds tracked by Wall St. Rank hold IGM as of Q4 2020.

  • Punch & Associates Investment Management reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2020 after selling out during the quarter.
  • Punch & Associates Investment Management sold 1,200 iShares Expanded Tech Sector ETF shares in Q4 2020, an estimated $62K.
  • Punch & Associates Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and held it in 1 quarter.
  • Punch & Associates Investment Management's iShares Expanded Tech Sector ETF position peaked at $62K in Q3 2020.
  • 242 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2020.

Based on Punch & Associates Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.