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Beacon Capital Management LLC (Tennessee)’s iShares Global Tech ETF IXN Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-600
Closed -$26.9K – 979
2022
Q4 		$26.9K Buy
+600
New +$27.4K 0.01% 325

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Royal Bank of Canada
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Morgan Stanley
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IXN Position: Q1 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Global Tech ETF (IXN) in Q1 2023, closing a stake of 600 shares — an estimated $26.9K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IXN in Q4 2022 and held it in 1 quarter. The position peaked at $26.9K in Q4 2022. 361 funds tracked by Wall St. Rank hold IXN as of Q1 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares Global Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 600 iShares Global Tech ETF shares in Q1 2023, an estimated $26.9K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Global Tech ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s iShares Global Tech ETF position peaked at $26.9K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2023, filed 20 Apr 2023.