Sage Mountain Advisors LLC QUAL Holdings History
Sage Mountain Advisors LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Sage Mountain Advisors LLC held 558,227.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $95.40 Mil. This investment constitutes 7.03% of their stock portfolio, and Sage Mountain Advisors LLC now holds 0.2% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q4. And since then Sage Mountain Advisors LLC has made 10 purchases of QUAL, at an average price of $123.20, for a total of 883,265.00 shares. In addition, there have been 7 sales at an average price of $123.65 for 325,038.00 shares. Based on historical transaction data and QUAL's current price of $184.83, Sage Mountain Advisors LLC's estimated gain on his QUAL holdings is $34.55 Mil, reflecting a 31.75% gain to date.
Sage Mountain Advisors LLC QUAL ($184.83) Holding Chart
Sage Mountain Advisors LLC QUAL ($184.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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