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Stonebridge Financial Planning Group’s iShares Asia 50 ETF AIA Stock Holding History

Stonebridge Financial Planning Group’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-35
Closed -$3K – 123
2021
Q4 		$3K Hold
35
– – ﹤0.01% 380
2021
Q3 		$3K Hold
35
– – ﹤0.01% 387
2021
Q2 		$3K Hold
35
– – ﹤0.01% 390
2021
Q1 		$3K Hold
35
– – ﹤0.01% 400
2020
Q4 		$3K Hold
35
– – ﹤0.01% 373
2020
Q3 		$3K Hold
35
– – ﹤0.01% 362
2020
Q2 		$2K Hold
35
– – ﹤0.01% 371
2020
Q1 		$2K Hold
35
– – ﹤0.01% 388
2019
Q4 		$2K Buy
+35
New +$2.18K ﹤0.01% 342

Other funds holding AIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

Stonebridge Financial Planning Group's AIA Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares Asia 50 ETF (AIA) in Q1 2022, closing a stake of 35 shares — an estimated $3K sold.

Stonebridge Financial Planning Group first reported a position in AIA in Q4 2019 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 81 funds tracked by Wall St. Rank hold AIA as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining iShares Asia 50 ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 35 iShares Asia 50 ETF shares in Q1 2022, an estimated $3K.
  • Stonebridge Financial Planning Group first reported a position in iShares Asia 50 ETF in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's iShares Asia 50 ETF position peaked at $3K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.