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Sargent Bickham Lagudis’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Sargent Bickham Lagudis’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$14K Hold
196
– – ﹤0.01% 670
2022
Q3 		$13K Buy
+196
New +$11.1K ﹤0.01% 654

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q4 2022 at 196 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Sargent Bickham Lagudis first reported a position in PFIX in Q3 2022 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold PFIX as of Q4 2022.

  • Sargent Bickham Lagudis held 196 shares of Simplify Interest Rate Hedge ETF worth $14K as of Q4 2022.
  • Sargent Bickham Lagudis left its Simplify Interest Rate Hedge ETF share count unchanged in Q4 2022.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #670 holding.
  • Sargent Bickham Lagudis first reported a position in Simplify Interest Rate Hedge ETF in Q3 2022 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2022.

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