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Cedar Brook Financial Partners’s iShares Global Utilities ETF JXI Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-23,886
Closed -$1.41M – 232
2024
Q1 		$1.41M Buy
23,886
+106
+0.4% +$6.02K 0.28% 88
2023
Q4 		$1.38M Buy
23,780
+2,769
+13% +$156K 0.31% 82
2023
Q3 		$1.13M Hold
21,011
– – 0.3% 86
2023
Q2 		$1.26M Buy
21,011
+426
+2% +$26K 0.3% 83
2023
Q1 		$1.24M Buy
20,585
+360
+2% +$21.3K 0.32% 79
2022
Q4 		$1.22M Buy
20,225
+435
+2% +$25.2K 0.34% 77
2022
Q3 		$1.08M Buy
19,790
+258
+1% +$16K 0.35% 76
2022
Q2 		$1.17M Buy
19,532
+328
+2% +$20.8K 0.37% 73
2022
Q1 		$1.26M Buy
19,204
+51
+0.3% +$3.19K 0.33% 75
2021
Q4 		$1.24M Buy
19,153
+2,349
+14% +$145K 0.32% 79
2021
Q3 		$989K Sell
16,804
-402
-2% -$24.9K 0.3% 92
2021
Q2 		$1.02M Buy
17,206
+109
+0.6% +$6.75K 0.3% 90
2021
Q1 		$1.03M Buy
17,097
+970
+6% +$57.5K 0.36% 70
2020
Q4 		$969K Buy
16,127
+210
+1% +$12.5K 0.34% 76
2020
Q3 		$893K Buy
15,917
+1,675
+12% +$94K 0.35% 76
2020
Q2 		$759K Buy
14,242
+190
+1% +$10K 0.34% 85
2020
Q1 		$712K Buy
14,052
+1,474
+12% +$85.4K 0.4% 75
2019
Q4 		$739K Buy
12,578
+1,980
+19% +$114K 0.31% 88
2019
Q3 		$618K Buy
10,598
+5,352
+102% +$298K 0.27% 112
2019
Q2 		$286K Sell
5,246
-698
-12% -$37.8K 0.13% 213
2019
Q1 		$321K Buy
5,944
+1,188
+25% +$61.7K 0.16% 191
2018
Q4 		$234K Buy
+4,756
New +$238K 0.14% 197

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cedar Brook Financial Partners's JXI Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Global Utilities ETF (JXI) in Q2 2024, closing a stake of 23,886 shares — an estimated $1.41M sold.

Cedar Brook Financial Partners first reported a position in JXI in Q4 2018 and held it in 22 quarters. The position peaked at $1.41M in Q1 2024. 54 funds tracked by Wall St. Rank hold JXI as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Global Utilities ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 23,886 iShares Global Utilities ETF shares in Q2 2024, an estimated $1.41M.
  • Cedar Brook Financial Partners first reported a position in iShares Global Utilities ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares Global Utilities ETF position peaked at $1.41M in Q1 2024.
  • 54 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.