WFA
OEF icon

WestHill Financial Advisors’s iShares S&P 100 ETF OEF Stock Holding History

WestHill Financial Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-166
Closed -$28.3K – 122
2022
Q4 		$28.3K Buy
+166
New +$28.7K 0.01% 90

Other funds holding OEF

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WestHill Financial Advisors's OEF Position: Q1 2023 in Review

WestHill Financial Advisors sold out of iShares S&P 100 ETF (OEF) in Q1 2023, closing a stake of 166 shares — an estimated $28.3K sold.

WestHill Financial Advisors first reported a position in OEF in Q4 2022 and held it in 1 quarter. The position peaked at $28.3K in Q4 2022. 513 funds tracked by Wall St. Rank hold OEF as of Q1 2023.

  • WestHill Financial Advisors reported no remaining iShares S&P 100 ETF position as of Q1 2023 after selling out during the quarter.
  • WestHill Financial Advisors sold 166 iShares S&P 100 ETF shares in Q1 2023, an estimated $28.3K.
  • WestHill Financial Advisors first reported a position in iShares S&P 100 ETF in Q4 2022 and held it in 1 quarter.
  • WestHill Financial Advisors's iShares S&P 100 ETF position peaked at $28.3K in Q4 2022.
  • 513 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2023.

Based on WestHill Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.