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Cape Investment Advisory’s iShares Global Comm Services ETF IXP Stock Holding History

Cape Investment Advisory’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$14.9K – 1052
2023
Q4 		$14.9K Buy
+200
New +$14.2K 0.01% 588

Other funds holding IXP

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cape Investment Advisory's IXP Position: Q1 2024 in Review

Cape Investment Advisory sold out of iShares Global Comm Services ETF (IXP) in Q1 2024, closing a stake of 200 shares — an estimated $14.9K sold.

Cape Investment Advisory first reported a position in IXP in Q4 2023 and held it in 1 quarter. The position peaked at $14.9K in Q4 2023. 92 funds tracked by Wall St. Rank hold IXP as of Q1 2024.

  • Cape Investment Advisory reported no remaining iShares Global Comm Services ETF position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 200 iShares Global Comm Services ETF shares in Q1 2024, an estimated $14.9K.
  • Cape Investment Advisory first reported a position in iShares Global Comm Services ETF in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's iShares Global Comm Services ETF position peaked at $14.9K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.