FourThought Financial’s iShares Global Utilities ETF JXI Stock Holding History

FourThought Financial’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
2022 Q2	–	Sell	-29	Closed	-$2K	–	1512
2022 Q1	$2K	Hold	29	–	–	﹤0.01%	1343
2021 Q4	$2K	Hold	29	–	–	﹤0.01%	1370
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	1460
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	1449
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	1417
2020 Q4	$1K	Buy	+29	New	+$1.73K	﹤0.01%	1402

Other funds holding JXI

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AAS

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

FourThought Financial's JXI Position: Q2 2022 in Review

FourThought Financial sold out of iShares Global Utilities ETF (JXI) in Q2 2022, closing a stake of 29 shares — an estimated $2K sold.

FourThought Financial first reported a position in JXI in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 69 funds tracked by Wall St. Rank hold JXI as of Q2 2022.

FourThought Financial reported no remaining iShares Global Utilities ETF position as of Q2 2022 after selling out during the quarter.
FourThought Financial sold 29 iShares Global Utilities ETF shares in Q2 2022, an estimated $2K.
FourThought Financial first reported a position in iShares Global Utilities ETF in Q4 2020 and held it in 6 quarters.
FourThought Financial's iShares Global Utilities ETF position peaked at $2K in Q1 2022.
69 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2022.

Based on FourThought Financial's 13F filing for Q2 2022, filed 12 Aug 2022.