SEC 13F Intelligence

Price Wealth, LLC / SCZ

Price Wealth, LLC’s Ishares Tr Position

Does Price Wealth, LLC own Ishares Tr (SCZ)? Yes — 132.4K shares worth $8M (+2.19% of its 13F portfolio) as of Q3 2020, down from 170.2K shares the prior filed quarter.

Position Value
$8M
Q3 2020
Shares
132.4K
% of Portfolio
+2.19%
Quarters Held
7
currently held

Position History SCZ

Reported value by quarter
Q1 ’19: $24MQ1 ’19Q2 ’19: $23MQ2 ’19Q3 ’19: $22MQ3 ’19Q4 ’19: $25MQ4 ’19Q1 ’20: $11MQ1 ’20Q2 ’20: $9MQ2 ’20Q3 ’20: $8MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020132.4K$8M+2.19%
Q2 2020170.2K$9M+2.70%
Q1 2020242.6K$11M+3.94%
Q4 2019396.6K$25M+7.69%
Q3 2019377.8K$22M+7.06%
Q2 2019409.3K$23M+7.60%
Q1 2019422.8K$24M+9.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Price Wealth, LLC’s full portfolio or all institutional holders of SCZ.