SAM
IAT icon

Synergy Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Synergy Asset 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
2021
Q2 		– Sell
-52,167
Closed -$2.96M – 117
2021
Q1 		$2.96M Buy
+52,167
New +$2.76M 0.89% 40

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Synergy Asset Management's IAT Position: Q2 2021 in Review

Synergy Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2021, closing a stake of 52,167 shares — an estimated $2.96M sold.

Synergy Asset Management first reported a position in IAT in Q1 2021 and held it in 1 quarter. The position peaked at $2.96M in Q1 2021. 133 funds tracked by Wall St. Rank hold IAT as of Q2 2021.

  • Synergy Asset Management reported no remaining iShares US Regional Banks ETF position as of Q2 2021 after selling out during the quarter.
  • Synergy Asset Management sold 52,167 iShares US Regional Banks ETF shares in Q2 2021, an estimated $2.96M.
  • Synergy Asset Management first reported a position in iShares US Regional Banks ETF in Q1 2021 and held it in 1 quarter.
  • Synergy Asset Management's iShares US Regional Banks ETF position peaked at $2.96M in Q1 2021.
  • 133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2021.

Based on Synergy Asset Management's 13F filing for Q2 2021, filed 12 Aug 2021.