Sargent Bickham Lagudis’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$820	Hold	20	–	–	﹤0.01%	977
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	940
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	1008
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	928
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	927
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	916
2021 Q2	$1K	Buy	+20	New	+$926	﹤0.01%	895
2019 Q2	–	Sell	-1,088	Closed	-$34K	–	798
2019 Q1	$34K	Hold	1,088	–	–	﹤0.01%	440
2018 Q4	$29K	Buy	1,088 +32	+3%	+$937	﹤0.01%	438
2018 Q3	$34K	Hold	1,056	–	–	﹤0.01%	423
2018 Q2	$34K	Buy	1,056 +15	+1%	+$520	﹤0.01%	416
2018 Q1	$35K	Buy	1,041 +1	+0.1%	+$36	﹤0.01%	416
2017 Q4	$36K	Buy	1,040 +13	+1%	+$419	﹤0.01%	417
2017 Q3	$32K	Buy	+1,027	New	+$31.2K	﹤0.01%	435

Other funds holding PICK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Sargent Bickham Lagudis held its iShares MSCI Global Metals & Mining Producers ETF (PICK) position steady in Q4 2022 at 20 shares worth $820. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Sargent Bickham Lagudis first reported a position in PICK in Q3 2017 and has held it in 14 quarters since. The position peaked at $36K in Q4 2017. 168 funds tracked by Wall St. Rank hold PICK as of Q4 2022.

Sargent Bickham Lagudis held 20 shares of iShares MSCI Global Metals & Mining Producers ETF worth $820 as of Q4 2022.
Sargent Bickham Lagudis left its iShares MSCI Global Metals & Mining Producers ETF share count unchanged in Q4 2022.
iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #977 holding.
Sargent Bickham Lagudis first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q3 2017 and has held it in 14 quarters since.
Sargent Bickham Lagudis's iShares MSCI Global Metals & Mining Producers ETF position peaked at $36K in Q4 2017.
168 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q4 2022.

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