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Laurel Wealth Advisors (North Carolina)’s iShares Global Tech ETF IXN Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-60
Closed -$3K – 601
2020
Q3 		$3K Buy
+60
New +$2.55K ﹤0.01% 460

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IXN Position: Q4 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Global Tech ETF (IXN) in Q4 2020, closing a stake of 60 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IXN in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 370 funds tracked by Wall St. Rank hold IXN as of Q4 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares Global Tech ETF position as of Q4 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 60 iShares Global Tech ETF shares in Q4 2020, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Global Tech ETF in Q3 2020 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s iShares Global Tech ETF position peaked at $3K in Q3 2020.
  • 370 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2020, filed 4 Feb 2021.