Financial Gravity Asset Management’s iShares Global Comm Services ETF IXP Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-126	Closed	-$7K	–	1555
2019 Q3	$7K	Sell	126 -1,508	-92%	-$87.1K	0.01%	654
2019 Q2	$94K	Sell	1,634 -1,216	-43%	-$70.1K	0.08%	235
2019 Q1	$163K	Buy	+2,850	New	+$156K	0.13%	158

Other funds holding IXP

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Financial Gravity Asset Management's IXP Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2019, closing a stake of 126 shares — an estimated $7K sold.

Financial Gravity Asset Management first reported a position in IXP in Q1 2019 and held it in 3 quarters. The position peaked at $163K in Q1 2019. 86 funds tracked by Wall St. Rank hold IXP as of Q4 2019.

Financial Gravity Asset Management reported no remaining iShares Global Comm Services ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 126 iShares Global Comm Services ETF shares in Q4 2019, an estimated $7K.
Financial Gravity Asset Management first reported a position in iShares Global Comm Services ETF in Q1 2019 and held it in 3 quarters.
Financial Gravity Asset Management's iShares Global Comm Services ETF position peaked at $163K in Q1 2019.
86 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.