Credit Suisse’s iShares Global Utilities ETF JXI Stock Holding History

Credit Suisse’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
2023 Q1	–	Sell	-11,321	Closed	-$681K	–	3520
2022 Q4	$681K	Buy	11,321 +3,315	+41%	+$192K	﹤0.01%	2590
2022 Q3	$438K	Buy	8,006 +3,380	+73%	+$209K	﹤0.01%	2865
2022 Q2	$278K	Buy	+4,626	New	+$294K	﹤0.01%	3201
2013 Q3	–	Sell	-6,300	Closed	-$265K	–	4295
2013 Q2	$265K	Buy	+6,300	New	+$280K	﹤0.01%	3699

Other funds holding JXI

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AAS

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Credit Suisse's JXI Position: Q1 2023 in Review

Credit Suisse sold out of iShares Global Utilities ETF (JXI) in Q1 2023, closing a stake of 11,321 shares — an estimated $681K sold.

Credit Suisse first reported a position in JXI in Q2 2013 and held it in 4 quarters. The position peaked at $681K in Q4 2022. 59 funds tracked by Wall St. Rank hold JXI as of Q1 2023.

Credit Suisse reported no remaining iShares Global Utilities ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 11,321 iShares Global Utilities ETF shares in Q1 2023, an estimated $681K.
Credit Suisse first reported a position in iShares Global Utilities ETF in Q2 2013 and held it in 4 quarters.
Credit Suisse's iShares Global Utilities ETF position peaked at $681K in Q4 2022.
59 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.