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Glassman Wealth Services’s iShares Global Utilities ETF JXI Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-39
Closed -$3K – 1798
2021
Q4 		$3K Buy
+39
New +$2.41K ﹤0.01% 1109
2017
Q1 		– Sell
-122
Closed -$5K – 639
2016
Q4 		$5K Buy
+122
New +$5.51K ﹤0.01% 427

Other funds holding JXI

PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glassman Wealth Services's JXI Position: Q1 2022 in Review

Glassman Wealth Services sold out of iShares Global Utilities ETF (JXI) in Q1 2022, closing a stake of 39 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in JXI in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 62 funds tracked by Wall St. Rank hold JXI as of Q1 2022.

  • Glassman Wealth Services reported no remaining iShares Global Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 39 iShares Global Utilities ETF shares in Q1 2022, an estimated $3K.
  • Glassman Wealth Services first reported a position in iShares Global Utilities ETF in Q4 2016 and held it in 2 quarters.
  • Glassman Wealth Services's iShares Global Utilities ETF position peaked at $5K in Q4 2016.
  • 62 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.