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American Portfolios Advisors’s iShares Global Energy ETF IXC Stock Holding History

American Portfolios Advisors’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$57.7K Sell
1,732
-529
-23% -$18.6K ﹤0.01% 1615
2022
Q2 		$76.6K Sell
2,261
-35
-2% -$1.31K ﹤0.01% 1542
2022
Q1 		$83K Buy
2,296
+1,950
+564% +$64.8K ﹤0.01% 1617
2021
Q4 		$9.52K Hold
346
– – ﹤0.01% 2639
2021
Q3 		$9.29K Sell
346
-1,121
-76% -$28.1K ﹤0.01% 2608
2021
Q2 		$39K Sell
1,467
-462
-24% -$12K ﹤0.01% 1862
2021
Q1 		$47.5K Buy
1,929
+991
+106% +$23.4K ﹤0.01% 1630
2020
Q4 		$19.1K Sell
938
-1,221
-57% -$22.8K ﹤0.01% 1841
2020
Q3 		$35.4K Buy
2,159
+1,330
+160% +$25.1K ﹤0.01% 1458
2020
Q2 		$16.2K Buy
829
+45
+6% +$878 ﹤0.01% 1732
2020
Q1 		$13.2K Buy
+784
New +$19.6K ﹤0.01% 1698
2019
Q4 		– Sell
-75
Closed -$2.29K – 2884
2019
Q3 		$2.29K Hold
75
– – ﹤0.01% 2479
2019
Q2 		$2.44K Hold
75
– – ﹤0.01% 2421
2019
Q1 		$2.53K Hold
75
– – ﹤0.01% 2316
2018
Q4 		$2.2K Hold
75
– – ﹤0.01% 2113
2018
Q3 		$2.83K Hold
75
– – ﹤0.01% 2166
2018
Q2 		$2.8K Hold
75
– – ﹤0.01% 2134
2018
Q1 		$2.55K Hold
75
– – ﹤0.01% 2050
2017
Q4 		$2.67K Buy
+75
New +$2.58K ﹤0.01% 1996

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

American Portfolios Advisors's IXC Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Global Energy ETF (IXC) stake by 23% in Q3 2022, selling an estimated $18.6K and leaving 1,732 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

American Portfolios Advisors first reported a position in IXC in Q4 2017 and has held it in 19 quarters since. The position peaked at $83K in Q1 2022. 244 funds tracked by Wall St. Rank hold IXC as of Q3 2022.

  • American Portfolios Advisors held 1,732 shares of iShares Global Energy ETF worth $57.7K as of Q3 2022.
  • American Portfolios Advisors sold 529 iShares Global Energy ETF shares in Q3 2022, an estimated $18.6K.
  • iShares Global Energy ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1615 holding.
  • American Portfolios Advisors first reported a position in iShares Global Energy ETF in Q4 2017 and has held it in 19 quarters since.
  • American Portfolios Advisors's iShares Global Energy ETF position peaked at $83K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.