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Summit Asset Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Summit Asset Management’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,315
Closed -$203K – 161
2021
Q4 		$203K Buy
+3,315
New +$208K 0.06% 152

Other funds holding IEO

Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Summit Asset Management's IEO Position: Q1 2022 in Review

Summit Asset Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2022, closing a stake of 3,315 shares — an estimated $203K sold.

Summit Asset Management first reported a position in IEO in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 134 funds tracked by Wall St. Rank hold IEO as of Q1 2022.

  • Summit Asset Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Asset Management sold 3,315 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2022, an estimated $203K.
  • Summit Asset Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2021 and held it in 1 quarter.
  • Summit Asset Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $203K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2022.

Based on Summit Asset Management's 13F filing for Q1 2022, filed 9 May 2022.