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Investmark Advisory Group’s iShares Global Energy ETF IXC Stock Holding History

Investmark Advisory Group’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
2022
Q1 		– Sell
-400
Closed -$11K – 236
2021
Q4 		$11K Buy
+400
New +$11.3K 0.01% 277

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Investmark Advisory Group's IXC Position: Q1 2022 in Review

Investmark Advisory Group sold out of iShares Global Energy ETF (IXC) in Q1 2022, closing a stake of 400 shares — an estimated $11K sold.

Investmark Advisory Group first reported a position in IXC in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 259 funds tracked by Wall St. Rank hold IXC as of Q1 2022.

  • Investmark Advisory Group reported no remaining iShares Global Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 400 iShares Global Energy ETF shares in Q1 2022, an estimated $11K.
  • Investmark Advisory Group first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's iShares Global Energy ETF position peaked at $11K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.