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Trust Company of Vermont’s iShares US Energy ETF IYE Stock Holding History

Trust Company of Vermont’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,171
Closed -$55.5K – 850
2023
Q3 		$55.5K Buy
+1,171
New +$54K ﹤0.01% 443

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PCH
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Trust Company of Vermont's IYE Position: Q4 2023 in Review

Trust Company of Vermont sold out of iShares US Energy ETF (IYE) in Q4 2023, closing a stake of 1,171 shares — an estimated $55.5K sold.

Trust Company of Vermont first reported a position in IYE in Q3 2023 and held it in 1 quarter. The position peaked at $55.5K in Q3 2023. 312 funds tracked by Wall St. Rank hold IYE as of Q4 2023.

  • Trust Company of Vermont reported no remaining iShares US Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Trust Company of Vermont sold 1,171 iShares US Energy ETF shares in Q4 2023, an estimated $55.5K.
  • Trust Company of Vermont first reported a position in iShares US Energy ETF in Q3 2023 and held it in 1 quarter.
  • Trust Company of Vermont's iShares US Energy ETF position peaked at $55.5K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2023.

Based on Trust Company of Vermont's 13F filing for Q4 2023, filed 8 Mar 2024.