Sargent Bickham Lagudis’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Sargent Bickham Lagudis’s Portfolio COMT Stock Details COMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-711	Closed	-$25K	–	1062
2022 Q3	$25K	Buy	+711	New	+$27.3K	﹤0.01%	533
2020 Q3	–	Sell	-65	Closed	-$2K	–	799
2020 Q2	$2K	Hold	65	–	–	﹤0.01%	704
2020 Q1	$1K	Hold	65	–	–	﹤0.01%	732
2019 Q4	$2K	Buy	65 +2	+3%	+$64	﹤0.01%	763
2019 Q3	$2K	Hold	63	–	–	﹤0.01%	671
2019 Q2	$2K	Hold	63	–	–	﹤0.01%	709
2019 Q1	$2K	Hold	63	–	–	﹤0.01%	748
2018 Q4	$2K	Buy	63 +6	+11%	+$216	﹤0.01%	712
2018 Q3	$2K	Hold	57	–	–	﹤0.01%	731
2018 Q2	$2K	Hold	57	–	–	﹤0.01%	717
2018 Q1	$2K	Hold	57	–	–	﹤0.01%	724
2017 Q4	$2K	Buy	57 +3	+6%	+$108	﹤0.01%	749
2017 Q3	$2K	Hold	54	–	–	﹤0.01%	764
2017 Q2	$2K	Buy	+54	New	+$1.78K	﹤0.01%	716

Other funds holding COMT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Sargent Bickham Lagudis's COMT Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2022, closing a stake of 711 shares — an estimated $25K sold.

Sargent Bickham Lagudis first reported a position in COMT in Q2 2017 and held it in 14 quarters. The position peaked at $25K in Q3 2022. 322 funds tracked by Wall St. Rank hold COMT as of Q4 2022.

Sargent Bickham Lagudis reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 711 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2022, an estimated $25K.
Sargent Bickham Lagudis first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2017 and held it in 14 quarters.
Sargent Bickham Lagudis's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $25K in Q3 2022.
322 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.