TVAMP
IAT icon

Tennessee Valley Asset Management Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Tennessee Valley Asset Management Partners’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
2024
Q1 		– Sell
-104
Closed -$4.36K – 390
2023
Q4 		$4.36K Buy
+104
New +$3.73K ﹤0.01% 571

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Tennessee Valley Asset Management Partners's IAT Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of iShares US Regional Banks ETF (IAT) in Q1 2024, closing a stake of 104 shares — an estimated $4.36K sold.

Tennessee Valley Asset Management Partners first reported a position in IAT in Q4 2023 and held it in 1 quarter. The position peaked at $4.36K in Q4 2023. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining iShares US Regional Banks ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 104 iShares US Regional Banks ETF shares in Q1 2024, an estimated $4.36K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's iShares US Regional Banks ETF position peaked at $4.36K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.