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Arkadios Wealth Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-25
Closed -$1K – 1216
2021
Q3 		$1K Buy
+25
New +$1.55K ﹤0.01% 1816
2021
Q2 		– Sell
-49
Closed -$2K – 1987
2021
Q1 		$2K Hold
49
– – ﹤0.01% 1527
2020
Q4 		$2K Buy
+49
New +$2.92K ﹤0.01% 1262

Other funds holding JXI

PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's JXI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares Global Utilities ETF (JXI) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in JXI in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 60 funds tracked by Wall St. Rank hold JXI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares Global Utilities ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 25 iShares Global Utilities ETF shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in iShares Global Utilities ETF in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's iShares Global Utilities ETF position peaked at $2K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.