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Sargent Bickham Lagudis’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Sargent Bickham Lagudis’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16
Closed -$1K – 947
2020
Q4 		$1K Hold
16
– – ﹤0.01% 833
2020
Q3 		$1K Hold
16
– – ﹤0.01% 755
2020
Q2 		$1K Buy
16
+5
+45% +$253 ﹤0.01% 744
2020
Q1 		$0 Buy
+11
New +$587 ﹤0.01% 811

Other funds holding ENZL

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sargent Bickham Lagudis's ENZL Position: Q1 2021 in Review

Sargent Bickham Lagudis sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in ENZL in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 55 funds tracked by Wall St. Rank hold ENZL as of Q1 2021.

  • Sargent Bickham Lagudis reported no remaining iShares MSCI New Zealand ETF position as of Q1 2021 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 16 iShares MSCI New Zealand ETF shares in Q1 2021, an estimated $1K.
  • Sargent Bickham Lagudis first reported a position in iShares MSCI New Zealand ETF in Q1 2020 and held it in 4 quarters.
  • Sargent Bickham Lagudis's iShares MSCI New Zealand ETF position peaked at $1K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2021, filed 24 May 2021.