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Punch & Associates Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Punch & Associates Investment 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
2022
Q1 		– Sell
-119,243
Closed -$3.92M – 248
2021
Q4 		$3.92M Buy
+119,243
New +$3.84M 0.21% 142

Other funds holding IYZ

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Punch & Associates Investment Management's IYZ Position: Q1 2022 in Review

Punch & Associates Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2022, closing a stake of 119,243 shares — an estimated $3.92M sold.

Punch & Associates Investment Management first reported a position in IYZ in Q4 2021 and held it in 1 quarter. The position peaked at $3.92M in Q4 2021. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

  • Punch & Associates Investment Management reported no remaining iShares US Telecommunications ETF position as of Q1 2022 after selling out during the quarter.
  • Punch & Associates Investment Management sold 119,243 iShares US Telecommunications ETF shares in Q1 2022, an estimated $3.92M.
  • Punch & Associates Investment Management first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 1 quarter.
  • Punch & Associates Investment Management's iShares US Telecommunications ETF position peaked at $3.92M in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Punch & Associates Investment Management's 13F filing for Q1 2022, filed 16 May 2022.