Beaumont Capital Management’s iShares Global Tech ETF IXN Stock Holding History

Beaumont Capital Management’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
2024 Q2	–	Sell	-6,511	Closed	-$487K	–	52
2024 Q1	$487K	Sell	6,511 -38,357	-85%	-$2.75M	0.36%	41
2023 Q4	$3.06M	Buy	+44,868	New	+$2.82M	2.32%	21
2022 Q2	–	Sell	-8,172	Closed	-$474K	–	37
2022 Q1	$474K	Buy	+8,172	New	+$472K	0.31%	34
2021 Q1	–	Sell	-5,238	Closed	-$262K	–	35
2020 Q4	$262K	Buy	+5,238	New	+$242K	0.26%	25

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beaumont Capital Management's IXN Position: Q2 2024 in Review

Beaumont Capital Management sold out of iShares Global Tech ETF (IXN) in Q2 2024, closing a stake of 6,511 shares — an estimated $487K sold.

Beaumont Capital Management first reported a position in IXN in Q4 2020 and held it in 4 quarters. The position peaked at $3.06M in Q4 2023. 430 funds tracked by Wall St. Rank hold IXN as of Q2 2024.

Beaumont Capital Management reported no remaining iShares Global Tech ETF position as of Q2 2024 after selling out during the quarter.
Beaumont Capital Management sold 6,511 iShares Global Tech ETF shares in Q2 2024, an estimated $487K.
Beaumont Capital Management first reported a position in iShares Global Tech ETF in Q4 2020 and held it in 4 quarters.
Beaumont Capital Management's iShares Global Tech ETF position peaked at $3.06M in Q4 2023.
430 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2024.

Based on Beaumont Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.