Rockefeller Capital Management
IDAT

Rockefeller Capital Management’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

Rockefeller Capital Management’s Portfolio IDAT Stock Details IDAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-58
Closed -$1K – 4110
2022
Q2 		$1K Buy
+58
New +$1.33K ﹤0.01% 3960

Other funds holding IDAT

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Rockefeller Capital Management's IDAT Position: Q3 2022 in Review

Rockefeller Capital Management sold out of iShares Future Cloud 5G and Tech ETF (IDAT) in Q3 2022, closing a stake of 58 shares — an estimated $1K sold.

Rockefeller Capital Management first reported a position in IDAT in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 10 funds tracked by Wall St. Rank hold IDAT as of Q3 2022.

  • Rockefeller Capital Management reported no remaining iShares Future Cloud 5G and Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 58 iShares Future Cloud 5G and Tech ETF shares in Q3 2022, an estimated $1K.
  • Rockefeller Capital Management first reported a position in iShares Future Cloud 5G and Tech ETF in Q2 2022 and held it in 1 quarter.
  • Rockefeller Capital Management's iShares Future Cloud 5G and Tech ETF position peaked at $1K in Q2 2022.
  • 10 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q3 2022.

Based on Rockefeller Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.