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SeaCrest Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

SeaCrest Wealth Management’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-328
Closed -$28K – 1021
2022
Q2 		$28K Buy
+328
New +$29K ﹤0.01% 1352

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of iShares US Utilities ETF (IDU) in Q3 2022, closing a stake of 328 shares — an estimated $28K sold.

SeaCrest Wealth Management first reported a position in IDU in Q2 2022 and held it in 1 quarter. The position peaked at $28K in Q2 2022. 222 funds tracked by Wall St. Rank hold IDU as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining iShares US Utilities ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 328 iShares US Utilities ETF shares in Q3 2022, an estimated $28K.
  • SeaCrest Wealth Management first reported a position in iShares US Utilities ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's iShares US Utilities ETF position peaked at $28K in Q2 2022.
  • 222 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2022.

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