Synergy Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Synergy Asset Management’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-78,483	Closed	-$5.24M	–	111
2021 Q4	$5.24M	Buy	+78,483	New	+$4.92M	1.25%	32

Other funds holding IYK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Synergy Asset Management's IYK Position: Q1 2022 in Review

Synergy Asset Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2022, closing a stake of 78,483 shares — an estimated $5.24M sold.

Synergy Asset Management first reported a position in IYK in Q4 2021 and held it in 1 quarter. The position peaked at $5.24M in Q4 2021. 186 funds tracked by Wall St. Rank hold IYK as of Q1 2022.

Synergy Asset Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2022 after selling out during the quarter.
Synergy Asset Management sold 78,483 iShares US Consumer Staples ETF shares in Q1 2022, an estimated $5.24M.
Synergy Asset Management first reported a position in iShares US Consumer Staples ETF in Q4 2021 and held it in 1 quarter.
Synergy Asset Management's iShares US Consumer Staples ETF position peaked at $5.24M in Q4 2021.
186 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2022.

Based on Synergy Asset Management's 13F filing for Q1 2022, filed 5 May 2022.