Avantax Advisory Services’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Avantax Advisory Services’s Portfolio RXI Stock Details RXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,792	Closed	-$241K	–	1284
2020 Q3	$241K	Sell	1,792 -689	-28%	-$89.8K	﹤0.01%	1133
2020 Q2	$296K	Buy	2,481 +5	+0.2%	+$552	0.01%	641
2020 Q1	$233K	Hold	2,476	–	–	0.01%	668
2019 Q4	$313K	Buy	2,476 +52	+2%	+$6.38K	0.01%	611
2019 Q3	$291K	Sell	2,424 -1	-0%	-$119	0.01%	438
2019 Q2	$287K	Buy	2,425 +161	+7%	+$18.8K	0.01%	405
2019 Q1	$256K	Sell	2,264 -1	-0%	-$109	0.01%	394
2018 Q4	$228K	Buy	+2,265	New	+$244K	0.04%	353

Other funds holding RXI

BlackRock New York $5.72T AUM 30.48% 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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's RXI Position: Q4 2020 in Review

Avantax Advisory Services sold out of iShares Global Consumer Discretionary ETF (RXI) in Q4 2020, closing a stake of 1,792 shares — an estimated $241K sold.

Avantax Advisory Services first reported a position in RXI in Q4 2018 and held it in 8 quarters. The position peaked at $313K in Q4 2019. 60 funds tracked by Wall St. Rank hold RXI as of Q4 2020.

Avantax Advisory Services reported no remaining iShares Global Consumer Discretionary ETF position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 1,792 iShares Global Consumer Discretionary ETF shares in Q4 2020, an estimated $241K.
Avantax Advisory Services first reported a position in iShares Global Consumer Discretionary ETF in Q4 2018 and held it in 8 quarters.
Avantax Advisory Services's iShares Global Consumer Discretionary ETF position peaked at $313K in Q4 2019.
60 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.