Capital Asset Advisory Services’s iShares Global Utilities ETF JXI Stock Holding History

Capital Asset Advisory Services’s Portfolio JXI Stock Details JXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-198	Closed	-$12K	–	659
2021 Q3	$12K	Hold	198	–	–	﹤0.01%	585
2021 Q2	$12K	Hold	198	–	–	﹤0.01%	618
2021 Q1	$12K	Hold	198	–	–	﹤0.01%	582
2020 Q4	$12K	Hold	198	–	–	﹤0.01%	1039
2020 Q3	$11K	Hold	198	–	–	﹤0.01%	461
2020 Q2	$11K	Buy	+198	New	+$10.4K	﹤0.01%	487

Other funds holding JXI

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Capital Asset Advisory Services's JXI Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of iShares Global Utilities ETF (JXI) in Q4 2021, closing a stake of 198 shares — an estimated $12K sold.

Capital Asset Advisory Services first reported a position in JXI in Q2 2020 and held it in 6 quarters. The position peaked at $12K in Q3 2021. 59 funds tracked by Wall St. Rank hold JXI as of Q4 2021.

Capital Asset Advisory Services reported no remaining iShares Global Utilities ETF position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 198 iShares Global Utilities ETF shares in Q4 2021, an estimated $12K.
Capital Asset Advisory Services first reported a position in iShares Global Utilities ETF in Q2 2020 and held it in 6 quarters.
Capital Asset Advisory Services's iShares Global Utilities ETF position peaked at $12K in Q3 2021.
59 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.