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Atria Investments’s iShares Global Energy ETF IXC Stock Holding History

Atria Investments’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
2024
Q3 		– Sell
-7,302
Closed -$303K – 1979
2024
Q2 		$303K Sell
7,302
-101,313
-93% -$4.34M ﹤0.01% 1583
2024
Q1 		$4.67M Buy
108,615
+15,178
+16% +$601K 0.06% 358
2023
Q4 		$3.65M Buy
+93,437
New +$3.71M 0.06% 381

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's IXC Position: Q3 2024 in Review

Atria Investments sold out of iShares Global Energy ETF (IXC) in Q3 2024, closing a stake of 7,302 shares — an estimated $303K sold.

Atria Investments first reported a position in IXC in Q4 2023 and held it in 3 quarters. The position peaked at $4.67M in Q1 2024. 369 funds tracked by Wall St. Rank hold IXC as of Q3 2024.

  • Atria Investments reported no remaining iShares Global Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 7,302 iShares Global Energy ETF shares in Q3 2024, an estimated $303K.
  • Atria Investments first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 3 quarters.
  • Atria Investments's iShares Global Energy ETF position peaked at $4.67M in Q1 2024.
  • 369 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.