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Fernwood Investment Management’s iShares Global Comm Services ETF IXP Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-900
Closed -$75.7K – 446
2024
Q1 		$75.7K Buy
+900
New +$72.1K 0.02% 296

Other funds holding IXP

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fernwood Investment Management's IXP Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares Global Comm Services ETF (IXP) in Q2 2024, closing a stake of 900 shares — an estimated $75.7K sold.

Fernwood Investment Management first reported a position in IXP in Q1 2024 and held it in 1 quarter. The position peaked at $75.7K in Q1 2024. 98 funds tracked by Wall St. Rank hold IXP as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares Global Comm Services ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 900 iShares Global Comm Services ETF shares in Q2 2024, an estimated $75.7K.
  • Fernwood Investment Management first reported a position in iShares Global Comm Services ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares Global Comm Services ETF position peaked at $75.7K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.