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Hanson & Doremus Investment Management’s iShares Global Energy ETF IXC Stock Holding History

Hanson & Doremus Investment Management’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16
Closed -$1K – 498
2023
Q4 		$1K Buy
+16
New +$636 ﹤0.01% 458

Other funds holding IXC

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Hanson & Doremus Investment Management's IXC Position: Q1 2024 in Review

Hanson & Doremus Investment Management sold out of iShares Global Energy ETF (IXC) in Q1 2024, closing a stake of 16 shares — an estimated $1K sold.

Hanson & Doremus Investment Management first reported a position in IXC in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 468 funds tracked by Wall St. Rank hold IXC as of Q1 2024.

  • Hanson & Doremus Investment Management reported no remaining iShares Global Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 16 iShares Global Energy ETF shares in Q1 2024, an estimated $1K.
  • Hanson & Doremus Investment Management first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's iShares Global Energy ETF position peaked at $1K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.