AWM
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Angeles Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Angeles Wealth 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
2023
Q4 		– Sell
-236
Closed -$16.1K – 265
2023
Q3 		$16.1K Buy
+236
New +$16.4K ﹤0.01% 216

Other funds holding IXP

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Angeles Wealth Management's IXP Position: Q4 2023 in Review

Angeles Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2023, closing a stake of 236 shares — an estimated $16.1K sold.

Angeles Wealth Management first reported a position in IXP in Q3 2023 and held it in 1 quarter. The position peaked at $16.1K in Q3 2023. 83 funds tracked by Wall St. Rank hold IXP as of Q4 2023.

  • Angeles Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q4 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 236 iShares Global Comm Services ETF shares in Q4 2023, an estimated $16.1K.
  • Angeles Wealth Management first reported a position in iShares Global Comm Services ETF in Q3 2023 and held it in 1 quarter.
  • Angeles Wealth Management's iShares Global Comm Services ETF position peaked at $16.1K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2023.

Based on Angeles Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.