Amplius Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Amplius Wealth Advisors’s Portfolio IXJ Stock Details IXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6	Closed	–	–	540
2021 Q4	$0	Buy	+6	New	+$519	﹤0.01%	965

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amplius Wealth Advisors's IXJ Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2022, closing a stake of 6 shares.

Amplius Wealth Advisors first reported a position in IXJ in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 233 funds tracked by Wall St. Rank hold IXJ as of Q1 2022.

Amplius Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 6 iShares Global Healthcare ETF shares in Q1 2022.
Amplius Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's iShares Global Healthcare ETF position peaked at $0 in Q4 2021.
233 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.