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Hoxton Planning & Management’s iShares Global Energy ETF IXC Stock Holding History

Hoxton Planning & 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
Q2 		– Sell
-12,921
Closed -$555K – 164
2024
Q1 		$555K Buy
12,921
+3,241
+33% +$128K 0.27% 75
2023
Q4 		$379K Buy
+9,680
New +$385K 0.2% 89

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hoxton Planning & Management's IXC Position: Q2 2024 in Review

Hoxton Planning & Management sold out of iShares Global Energy ETF (IXC) in Q2 2024, closing a stake of 12,921 shares — an estimated $555K sold.

Hoxton Planning & Management first reported a position in IXC in Q4 2023 and held it in 2 quarters. The position peaked at $555K in Q1 2024. 400 funds tracked by Wall St. Rank hold IXC as of Q2 2024.

  • Hoxton Planning & Management reported no remaining iShares Global Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Hoxton Planning & Management sold 12,921 iShares Global Energy ETF shares in Q2 2024, an estimated $555K.
  • Hoxton Planning & Management first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 2 quarters.
  • Hoxton Planning & Management's iShares Global Energy ETF position peaked at $555K in Q1 2024.
  • 400 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2024.

Based on Hoxton Planning & Management's 13F filing for Q2 2024, filed 19 Jul 2024.