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Garrett Wealth Advisory Group’s iShares Global Tech ETF IXN Stock Holding History

Garrett Wealth Advisory Group’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-48
Closed -$1.48K – 352
2019
Q3 		$1.48K Buy
+48
New +$1.46K ﹤0.01% 629

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Garrett Wealth Advisory Group's IXN Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares Global Tech ETF (IXN) in Q4 2019, closing a stake of 48 shares — an estimated $1.48K sold.

Garrett Wealth Advisory Group first reported a position in IXN in Q3 2019 and held it in 1 quarter. The position peaked at $1.48K in Q3 2019. 304 funds tracked by Wall St. Rank hold IXN as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares Global Tech ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 48 iShares Global Tech ETF shares in Q4 2019, an estimated $1.48K.
  • Garrett Wealth Advisory Group first reported a position in iShares Global Tech ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares Global Tech ETF position peaked at $1.48K in Q3 2019.
  • 304 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.