Andrew C. Karlinski’s iShares Global Utilities ETF JXI Stock Holding History

Andrew C. Karlinski’s Portfolio JXI Stock Details JXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-284	Closed	-$16K	–	135
2022 Q3	$16K	Hold	284	–	–	0.02%	139
2022 Q2	$17K	Hold	284	–	–	0.03%	146
2022 Q1	$19K	Hold	284	–	–	0.03%	136
2021 Q4	$18K	Buy	+284	New	+$17.6K	0.03%	117

Other funds holding JXI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Andrew C. Karlinski's JXI Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares Global Utilities ETF (JXI) in Q4 2022, closing a stake of 284 shares — an estimated $16K sold.

Andrew C. Karlinski first reported a position in JXI in Q4 2021 and held it in 4 quarters. The position peaked at $19K in Q1 2022. 68 funds tracked by Wall St. Rank hold JXI as of Q4 2022.

Andrew C. Karlinski reported no remaining iShares Global Utilities ETF position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 284 iShares Global Utilities ETF shares in Q4 2022, an estimated $16K.
Andrew C. Karlinski first reported a position in iShares Global Utilities ETF in Q4 2021 and held it in 4 quarters.
Andrew C. Karlinski's iShares Global Utilities ETF position peaked at $19K in Q1 2022.
68 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.