Anchor Investment Management’s iShares Global Comm Services ETF IXP Stock Holding History

Anchor Investment Management’s Portfolio IXP Stock Details IXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-35	Closed	-$1.84K	–	963
2022 Q3	$1.84K	Hold	35	–	–	﹤0.01%	891
2022 Q2	$2.14K	Hold	35	–	–	﹤0.01%	888
2022 Q1	$2.59K	Hold	35	–	–	﹤0.01%	895
2021 Q4	$2.88K	Hold	35	–	–	﹤0.01%	914
2021 Q3	$2.96K	Hold	35	–	–	﹤0.01%	826
2021 Q2	$3.03K	Hold	35	–	–	﹤0.01%	846
2021 Q1	$2.81K	Hold	35	–	–	﹤0.01%	839
2020 Q4	$2.6K	Hold	35	–	–	﹤0.01%	825
2020 Q3	$2.31K	Hold	35	–	–	﹤0.01%	802
2020 Q2	$2.16K	Hold	35	–	–	﹤0.01%	782
2020 Q1	$1.81K	Hold	35	–	–	﹤0.01%	779
2019 Q4	$2.15K	Hold	35	–	–	﹤0.01%	765
2019 Q3	$2K	Hold	35	–	–	﹤0.01%	754
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	751
2019 Q1	$1.97K	Hold	35	–	–	﹤0.01%	748
2018 Q4	$1.76K	Hold	35	–	–	﹤0.01%	768
2018 Q3	$2.03K	Hold	35	–	–	﹤0.01%	778
2018 Q2	$1.89K	Hold	35	–	–	﹤0.01%	796
2018 Q1	$2.01K	Hold	35	–	–	﹤0.01%	763
2017 Q4	$2.12K	Hold	35	–	–	﹤0.01%	760
2017 Q3	$2.11K	Hold	35	–	–	﹤0.01%	735
2017 Q2	$2.05K	Hold	35	–	–	﹤0.01%	673
2017 Q1	$2.08K	Hold	35	–	–	﹤0.01%	666
2016 Q4	$2.06K	Sell	35 -50	-59%	-$2.93K	﹤0.01%	642
2016 Q3	$5.26K	Hold	85	–	–	﹤0.01%	577
2016 Q2	$5.37K	Hold	85	–	–	﹤0.01%	572
2016 Q1	$5.29K	Buy	+85	New	+$5.01K	﹤0.01%	552

Other funds holding IXP

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Anchor Investment Management's IXP Position: Q4 2022 in Review

Anchor Investment Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2022, closing a stake of 35 shares — an estimated $1.84K sold.

Anchor Investment Management first reported a position in IXP in Q1 2016 and held it in 27 quarters. The position peaked at $5.37K in Q2 2016. 78 funds tracked by Wall St. Rank hold IXP as of Q4 2022.

Anchor Investment Management reported no remaining iShares Global Comm Services ETF position as of Q4 2022 after selling out during the quarter.
Anchor Investment Management sold 35 iShares Global Comm Services ETF shares in Q4 2022, an estimated $1.84K.
Anchor Investment Management first reported a position in iShares Global Comm Services ETF in Q1 2016 and held it in 27 quarters.
Anchor Investment Management's iShares Global Comm Services ETF position peaked at $5.37K in Q2 2016.
78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2022.

Based on Anchor Investment Management's 13F filing for Q4 2022, filed 2 Jan 2024.