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Clarkston Capital Partners’s iShares Global Energy ETF IXC Stock Holding History

Clarkston Capital Partners’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-485
Closed -$19K – 164
2023
Q4 		$19K Buy
+485
New +$19.3K ﹤0.01% 156

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Bank of America
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Clarkston Capital Partners's IXC Position: Q1 2024 in Review

Clarkston Capital Partners sold out of iShares Global Energy ETF (IXC) in Q1 2024, closing a stake of 485 shares — an estimated $19K sold.

Clarkston Capital Partners first reported a position in IXC in Q4 2023 and held it in 1 quarter. The position peaked at $19K in Q4 2023. 467 funds tracked by Wall St. Rank hold IXC as of Q1 2024.

  • Clarkston Capital Partners reported no remaining iShares Global Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Clarkston Capital Partners sold 485 iShares Global Energy ETF shares in Q1 2024, an estimated $19K.
  • Clarkston Capital Partners first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 1 quarter.
  • Clarkston Capital Partners's iShares Global Energy ETF position peaked at $19K in Q4 2023.
  • 467 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2024.

Based on Clarkston Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.