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Doyle Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Doyle Wealth Management’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,000
Closed -$222K – 226
2022
Q1 		$222K Buy
+3,000
New +$228K 0.02% 227

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Prudential Financial
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Doyle Wealth Management's IXP Position: Q2 2022 in Review

Doyle Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q2 2022, closing a stake of 3,000 shares — an estimated $222K sold.

Doyle Wealth Management first reported a position in IXP in Q1 2022 and held it in 1 quarter. The position peaked at $222K in Q1 2022. 74 funds tracked by Wall St. Rank hold IXP as of Q2 2022.

  • Doyle Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 3,000 iShares Global Comm Services ETF shares in Q2 2022, an estimated $222K.
  • Doyle Wealth Management first reported a position in iShares Global Comm Services ETF in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's iShares Global Comm Services ETF position peaked at $222K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.