Atlas Private Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Atlas Private Wealth Advisors’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 Q2	–	Sell	-9,541	Closed	-$360K	–	186
2023 Q1	$360K	Hold	9,541	–	–	0.17%	94
2022 Q4	$372K	Buy	9,541 +1	+0%	+$39	0.2%	93
2022 Q3	$318K	Hold	9,540	–	–	0.19%	96
2022 Q2	$323K	Buy	9,540 +40	+0.4%	+$1.5K	0.19%	100
2022 Q1	$343K	Hold	9,500	–	–	0.15%	101
2021 Q4	$261K	Hold	9,500	–	–	0.12%	125
2021 Q3	$255K	Buy	9,500 +3,000	+46%	+$75.2K	0.13%	120
2021 Q2	$173K	Hold	6,500	–	–	0.09%	124
2021 Q1	$160K	Hold	6,500	–	–	0.09%	118
2020 Q4	$132K	Hold	6,500	–	–	0.09%	127
2020 Q3	$107K	Buy	6,500 +2,500	+63%	+$47.2K	0.09%	137
2020 Q2	$78K	Buy	+4,000	New	+$78.1K	0.07%	163

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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 $666B AUM 30.12% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

PPW

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

Atlas Private Wealth Advisors's IXC Position: Q2 2023 in Review

Atlas Private Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q2 2023, closing a stake of 9,541 shares — an estimated $360K sold.

Atlas Private Wealth Advisors first reported a position in IXC in Q2 2020 and held it in 12 quarters. The position peaked at $372K in Q4 2022. 240 funds tracked by Wall St. Rank hold IXC as of Q2 2023.

Atlas Private Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q2 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 9,541 iShares Global Energy ETF shares in Q2 2023, an estimated $360K.
Atlas Private Wealth Advisors first reported a position in iShares Global Energy ETF in Q2 2020 and held it in 12 quarters.
Atlas Private Wealth Advisors's iShares Global Energy ETF position peaked at $372K in Q4 2022.
240 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.