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Roman Butler Fullerton & Co’s iShares US Regional Banks ETF IAT Stock Holding History

Roman Butler Fullerton & Co’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,742
Closed -$387K – 195
2022
Q4 		$387K Buy
+7,742
New +$380K 0.2% 134
2021
Q2 		– Sell
-5,218
Closed -$299K – 191
2021
Q1 		$299K Buy
+5,218
New +$276K 0.15% 160

Other funds holding IAT

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Roman Butler Fullerton & Co's IAT Position: Q1 2023 in Review

Roman Butler Fullerton & Co sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 7,742 shares — an estimated $387K sold.

Roman Butler Fullerton & Co first reported a position in IAT in Q1 2021 and held it in 2 quarters. The position peaked at $387K in Q4 2022. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

  • Roman Butler Fullerton & Co reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 7,742 iShares US Regional Banks ETF shares in Q1 2023, an estimated $387K.
  • Roman Butler Fullerton & Co first reported a position in iShares US Regional Banks ETF in Q1 2021 and held it in 2 quarters.
  • Roman Butler Fullerton & Co's iShares US Regional Banks ETF position peaked at $387K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2023, filed 27 Apr 2023.