SeaCrest Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

SeaCrest Wealth Management’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-759	Closed	-$37K	–	1013
2022 Q2	$37K	Buy	+759	New	+$40.4K	﹤0.01%	1244
2019 Q2	–	Sell	-392	Closed	-$17K	–	1111
2019 Q1	$17K	Hold	392	–	–	﹤0.01%	1348
2018 Q4	$16K	Hold	392	–	–	﹤0.01%	1324
2018 Q3	$19K	Buy	+392	New	+$20K	﹤0.01%	1395

Other funds holding IAT

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SeaCrest Wealth Management's IAT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2022, closing a stake of 759 shares — an estimated $37K sold.

SeaCrest Wealth Management first reported a position in IAT in Q3 2018 and held it in 4 quarters. The position peaked at $37K in Q2 2022. 134 funds tracked by Wall St. Rank hold IAT as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 759 iShares US Regional Banks ETF shares in Q3 2022, an estimated $37K.
SeaCrest Wealth Management first reported a position in iShares US Regional Banks ETF in Q3 2018 and held it in 4 quarters.
SeaCrest Wealth Management's iShares US Regional Banks ETF position peaked at $37K in Q2 2022.
134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.