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Beam Wealth Advisors’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Beam Wealth Advisors’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
2021
Q4 		– Sell
-1,727
Closed -$285K – 133
2021
Q3 		$285K Buy
1,727
+204
+13% +$34.5K 0.24% 106
2021
Q2 		$261K Buy
+1,523
New +$256K 0.23% 110

Other funds holding RXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Beam Wealth Advisors's RXI Position: Q4 2021 in Review

Beam Wealth Advisors sold out of iShares Global Consumer Discretionary ETF (RXI) in Q4 2021, closing a stake of 1,727 shares — an estimated $285K sold.

Beam Wealth Advisors first reported a position in RXI in Q2 2021 and held it in 2 quarters. The position peaked at $285K in Q3 2021. 75 funds tracked by Wall St. Rank hold RXI as of Q4 2021.

  • Beam Wealth Advisors reported no remaining iShares Global Consumer Discretionary ETF position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 1,727 iShares Global Consumer Discretionary ETF shares in Q4 2021, an estimated $285K.
  • Beam Wealth Advisors first reported a position in iShares Global Consumer Discretionary ETF in Q2 2021 and held it in 2 quarters.
  • Beam Wealth Advisors's iShares Global Consumer Discretionary ETF position peaked at $285K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.