Robertson Stephens Wealth Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Robertson Stephens Wealth Management’s Portfolio PICK Stock Details PICK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-6,100	Closed	-$217K	–	388
2022 Q2	$217K	Buy	+6,100	New	+$272K	0.02%	350
2021 Q3	–	Sell	-5,000	Closed	-$225K	–	335
2021 Q2	$225K	Buy	+5,000	New	+$231K	0.03%	305

Other funds holding PICK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Robertson Stephens Wealth Management's PICK Position: Q3 2022 in Review

Robertson Stephens Wealth Management sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2022, closing a stake of 6,100 shares — an estimated $217K sold.

Robertson Stephens Wealth Management first reported a position in PICK in Q2 2021 and held it in 2 quarters. The position peaked at $225K in Q2 2021. 137 funds tracked by Wall St. Rank hold PICK as of Q3 2022.

Robertson Stephens Wealth Management reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 6,100 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2022, an estimated $217K.
Robertson Stephens Wealth Management first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2021 and held it in 2 quarters.
Robertson Stephens Wealth Management's iShares MSCI Global Metals & Mining Producers ETF position peaked at $225K in Q2 2021.
137 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.