Archer Investment Corporation’s iShares Global Energy ETF IXC Stock Holding History

Archer Investment Corporation’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
2023 Q3	–	Sell	-109	Closed	-$4.06K	–	1029
2023 Q2	$4.06K	Hold	109	–	–	﹤0.01%	771
2023 Q1	$4.12K	Hold	109	–	–	﹤0.01%	676
2022 Q4	$4.25K	Hold	109	–	–	﹤0.01%	647
2022 Q3	$3.63K	Hold	109	–	–	﹤0.01%	633
2022 Q2	$3.69K	Hold	109	–	–	﹤0.01%	640
2022 Q1	$3.96K	Hold	109	–	–	﹤0.01%	644
2021 Q4	$3K	Hold	109	–	–	﹤0.01%	659
2021 Q3	$2.93K	Buy	+109	New	+$2.73K	﹤0.01%	624
2021 Q2	–	Sell	-109	Closed	-$2.69K	–	629
2021 Q1	$2.69K	Hold	109	–	–	﹤0.01%	659
2020 Q4	$2.21K	Hold	109	–	–	﹤0.01%	633
2020 Q3	$1.79K	Hold	109	–	–	﹤0.01%	580
2020 Q2	$2.13K	Hold	109	–	–	﹤0.01%	563
2020 Q1	$2K	Sell	109 -748	-87%	-$18.7K	﹤0.01%	536
2019 Q4	$26K	Buy	+857	New	+$26.3K	0.01%	371

Other funds holding IXC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Archer Investment Corporation's IXC Position: Q3 2023 in Review

Archer Investment Corporation sold out of iShares Global Energy ETF (IXC) in Q3 2023, closing a stake of 109 shares — an estimated $4.06K sold.

Archer Investment Corporation first reported a position in IXC in Q4 2019 and held it in 14 quarters. The position peaked at $26K in Q4 2019. 263 funds tracked by Wall St. Rank hold IXC as of Q3 2023.

Archer Investment Corporation reported no remaining iShares Global Energy ETF position as of Q3 2023 after selling out during the quarter.
Archer Investment Corporation sold 109 iShares Global Energy ETF shares in Q3 2023, an estimated $4.06K.
Archer Investment Corporation first reported a position in iShares Global Energy ETF in Q4 2019 and held it in 14 quarters.
Archer Investment Corporation's iShares Global Energy ETF position peaked at $26K in Q4 2019.
263 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2023.

Based on Archer Investment Corporation's 13F filing for Q3 2023, filed 8 Nov 2023.