Rockefeller Capital Management
BICK

Rockefeller Capital Management’s First Trust BICK Index Fund BICK Stock Holding History

Rockefeller Capital Management’s Portfolio BICK Stock Details BICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3
Closed – – 4150
2022
Q4 		$0 Buy
+3
New +$74 ﹤0.01% 4338

Other funds holding BICK

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Rockefeller Capital Management's BICK Position: Q1 2023 in Review

Rockefeller Capital Management sold out of First Trust BICK Index Fund (BICK) in Q1 2023, closing a stake of 3 shares.

Rockefeller Capital Management first reported a position in BICK in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 14 funds tracked by Wall St. Rank hold BICK as of Q1 2023.

  • Rockefeller Capital Management reported no remaining First Trust BICK Index Fund position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 3 First Trust BICK Index Fund shares in Q1 2023.
  • Rockefeller Capital Management first reported a position in First Trust BICK Index Fund in Q4 2022 and held it in 1 quarter.
  • Rockefeller Capital Management's First Trust BICK Index Fund position peaked at $0 in Q4 2022.
  • 14 funds tracked by Wall St. Rank held First Trust BICK Index Fund as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.