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Waverly Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Waverly Advisors’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,000
Closed -$245K – 826
2024
Q2 		$245K Buy
+6,000
New +$257K ﹤0.01% 714

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

Waverly Advisors's PICK Position: Q3 2024 in Review

Waverly Advisors sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2024, closing a stake of 6,000 shares — an estimated $245K sold.

Waverly Advisors first reported a position in PICK in Q2 2024 and held it in 1 quarter. The position peaked at $245K in Q2 2024. 157 funds tracked by Wall St. Rank hold PICK as of Q3 2024.

  • Waverly Advisors reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2024 after selling out during the quarter.
  • Waverly Advisors sold 6,000 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2024, an estimated $245K.
  • Waverly Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2024 and held it in 1 quarter.
  • Waverly Advisors's iShares MSCI Global Metals & Mining Producers ETF position peaked at $245K in Q2 2024.
  • 157 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2024.

Based on Waverly Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.