Bank Julius Baer & Co
XLC icon

Bank Julius Baer & Co’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bank Julius Baer & Co’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-450
Closed -$35K – 822
2021
Q4 		$35K Buy
+450
New +$35.6K ﹤0.01% 690

Other funds holding XLC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank Julius Baer & Co's XLC Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2022, closing a stake of 450 shares — an estimated $35K sold.

Bank Julius Baer & Co first reported a position in XLC in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 659 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 450 State Street Communication Services Select Sector SPDR ETF shares in Q1 2022, an estimated $35K.
  • Bank Julius Baer & Co first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Bank Julius Baer & Co's State Street Communication Services Select Sector SPDR ETF position peaked at $35K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.