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Aveo Capital Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Aveo Capital Partners’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-31,756
Closed -$2.7M – 356
2022
Q4 		$2.7M Buy
+31,756
New +$2.62M 0.41% 60

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Citigroup
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Aveo Capital Partners's IXJ Position: Q1 2023 in Review

Aveo Capital Partners sold out of iShares Global Healthcare ETF (IXJ) in Q1 2023, closing a stake of 31,756 shares — an estimated $2.7M sold.

Aveo Capital Partners first reported a position in IXJ in Q4 2022 and held it in 1 quarter. The position peaked at $2.7M in Q4 2022. 258 funds tracked by Wall St. Rank hold IXJ as of Q1 2023.

  • Aveo Capital Partners reported no remaining iShares Global Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 31,756 iShares Global Healthcare ETF shares in Q1 2023, an estimated $2.7M.
  • Aveo Capital Partners first reported a position in iShares Global Healthcare ETF in Q4 2022 and held it in 1 quarter.
  • Aveo Capital Partners's iShares Global Healthcare ETF position peaked at $2.7M in Q4 2022.
  • 258 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2023.

Based on Aveo Capital Partners's 13F filing for Q1 2023, filed 3 May 2023.