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Global Retirement Partners’s iShares Global Utilities ETF JXI Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-380
Closed -$22K – 3056
2022
Q3 		$22K Buy
+380
New +$23.5K ﹤0.01% 1354

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Royal Bank of Canada
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UBS Group
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WSTAM
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AAS
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
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Global Retirement Partners's JXI Position: Q4 2022 in Review

Global Retirement Partners sold out of iShares Global Utilities ETF (JXI) in Q4 2022, closing a stake of 380 shares — an estimated $22K sold.

Global Retirement Partners first reported a position in JXI in Q3 2022 and held it in 1 quarter. The position peaked at $22K in Q3 2022. 68 funds tracked by Wall St. Rank hold JXI as of Q4 2022.

  • Global Retirement Partners reported no remaining iShares Global Utilities ETF position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 380 iShares Global Utilities ETF shares in Q4 2022, an estimated $22K.
  • Global Retirement Partners first reported a position in iShares Global Utilities ETF in Q3 2022 and held it in 1 quarter.
  • Global Retirement Partners's iShares Global Utilities ETF position peaked at $22K in Q3 2022.
  • 68 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.