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Insight 2811 Inc’s iShares Global Energy ETF IXC Stock Holding History

Insight 2811 Inc’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
2023
Q2 		– Sell
-21,545
Closed -$814K – 99
2023
Q1 		$814K Hold
21,545
– – 0.5% 23
2022
Q4 		$840K Sell
21,545
-5,190
-19% -$203K 0.52% 25
2022
Q3 		$891K Hold
26,735
– – 0.6% 18
2022
Q2 		$906K Buy
26,735
+4,100
+18% +$154K 0.59% 19
2022
Q1 		$818K Buy
22,635
+3,925
+21% +$130K 0.49% 24
2021
Q4 		$515K Buy
+18,710
New +$530K 0.29% 40

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Insight 2811 Inc's IXC Position: Q2 2023 in Review

Insight 2811 Inc sold out of iShares Global Energy ETF (IXC) in Q2 2023, closing a stake of 21,545 shares — an estimated $814K sold.

Insight 2811 Inc first reported a position in IXC in Q4 2021 and held it in 6 quarters. The position peaked at $906K in Q2 2022. 240 funds tracked by Wall St. Rank hold IXC as of Q2 2023.

  • Insight 2811 Inc reported no remaining iShares Global Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Insight 2811 Inc sold 21,545 iShares Global Energy ETF shares in Q2 2023, an estimated $814K.
  • Insight 2811 Inc first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 6 quarters.
  • Insight 2811 Inc's iShares Global Energy ETF position peaked at $906K in Q2 2022.
  • 240 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2023.

Based on Insight 2811 Inc's 13F filing for Q2 2023, filed 4 Aug 2023.