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GFPC
Global Financial Private Client’s
iShares Global Utilities ETF
JXI
Stock Holding History
Global Financial Private Client’s Portfolio
JXI Stock Details
JXI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-109
Closed
-$6.37K
–
712
2023
Q4
$6.37K
Hold
109
–
–
﹤0.01%
496
2023
Q3
$5.64K
Hold
109
–
–
﹤0.01%
493
2023
Q2
$6.56K
Hold
109
–
–
﹤0.01%
477
2023
Q1
$6.57K
Hold
109
–
–
﹤0.01%
486
2022
Q4
$6.56K
Hold
109
–
–
﹤0.01%
467
2022
Q3
$6.15K
Hold
109
–
–
﹤0.01%
450
2022
Q2
$6.71K
Hold
109
–
–
﹤0.01%
436
2022
Q1
$7.24K
Hold
109
–
–
﹤0.01%
440
2021
Q4
$7.05K
Hold
109
–
–
﹤0.01%
425
2021
Q3
$6.44K
Hold
109
–
–
﹤0.01%
381
2021
Q2
$6.53K
Hold
109
–
–
﹤0.01%
391
2021
Q1
$6.61K
Hold
109
–
–
﹤0.01%
340
2020
Q4
$6.55K
Hold
109
–
–
0.01%
334
2020
Q3
$6.19K
Sell
109
-321
-75%
-$18K
0.01%
329
2020
Q2
$23.3K
Sell
430
-1,296
-75%
-$68.3K
0.02%
281
2020
Q1
$82.4K
Hold
1,726
–
–
0.09%
163
2019
Q4
$101K
Buy
+1,726
New
+$99.5K
0.08%
164
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$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
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$777B AUM
61.18%
1-Year Est. Return
Susquehanna International Group
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$893B AUM
36.07%
1-Year Est. Return
Royal Bank of Canada
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$570B AUM
27.57%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
AAS
Avantax Advisory Services
Dallas, Texas
$18.2B AUM
15.06%
1-Year Est. Return
CBFP
Cedar Brook Financial Partners
Cleveland, Ohio
$698K AUM
46.64%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
KAS
Kestra Advisory Services
Austin, Texas
$26.4B AUM
21.05%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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