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Carmichael Hill & Associates’s iShares Global Tech ETF IXN Stock Holding History

Carmichael Hill & Associates’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
2020
Q4 		– Sell
-78
Closed -$3K – 748
2020
Q3 		$3K Hold
78
– – ﹤0.01% 636
2020
Q2 		$3K Hold
78
– – ﹤0.01% 603
2020
Q1 		$2K Hold
78
– – ﹤0.01% 613
2019
Q4 		$3K Buy
+78
New +$2.56K ﹤0.01% 603

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carmichael Hill & Associates's IXN Position: Q4 2020 in Review

Carmichael Hill & Associates sold out of iShares Global Tech ETF (IXN) in Q4 2020, closing a stake of 78 shares — an estimated $3K sold.

Carmichael Hill & Associates first reported a position in IXN in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2020. 370 funds tracked by Wall St. Rank hold IXN as of Q4 2020.

  • Carmichael Hill & Associates reported no remaining iShares Global Tech ETF position as of Q4 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 78 iShares Global Tech ETF shares in Q4 2020, an estimated $3K.
  • Carmichael Hill & Associates first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 4 quarters.
  • Carmichael Hill & Associates's iShares Global Tech ETF position peaked at $3K in Q3 2020.
  • 370 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2020.

Based on Carmichael Hill & Associates's 13F filing for Q4 2020, filed 27 Jan 2021.