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SBL
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
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31.6%
1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan
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$8.81B AUM
10.88%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
G
GenTrust
Miami, Florida
$2.34B AUM
18.43%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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