TA
ROCI

Tiedemann Advisors’s ROC ETF ROCI Stock Holding History

Tiedemann Advisors’s Portfolio ROCI Stock Details ROCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,000
Closed -$254K – 311
2022
Q1 		$254K Buy
+10,000
New +$256K 0.01% 249

Other funds holding ROCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Tiedemann Advisors's ROCI Position: Q2 2022 in Review

Tiedemann Advisors sold out of ROC ETF (ROCI) in Q2 2022, closing a stake of 10,000 shares — an estimated $254K sold.

Tiedemann Advisors first reported a position in ROCI in Q1 2022 and held it in 1 quarter. The position peaked at $254K in Q1 2022. 4 funds tracked by Wall St. Rank hold ROCI as of Q2 2022.

  • Tiedemann Advisors reported no remaining ROC ETF position as of Q2 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 10,000 ROC ETF shares in Q2 2022, an estimated $254K.
  • Tiedemann Advisors first reported a position in ROC ETF in Q1 2022 and held it in 1 quarter.
  • Tiedemann Advisors's ROC ETF position peaked at $254K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held ROC ETF as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.