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Lenox Wealth Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Lenox Wealth Advisors’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11
Closed -$1K – 644
2020
Q3 		$1K Hold
11
– – ﹤0.01% 555
2020
Q2 		$1K Hold
11
– – ﹤0.01% 561
2020
Q1 		$1K Buy
+11
New +$652 ﹤0.01% 698

Other funds holding IXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lenox Wealth Advisors's IXP Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of iShares Global Comm Services ETF (IXP) in Q4 2020, closing a stake of 11 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in IXP in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 77 funds tracked by Wall St. Rank hold IXP as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining iShares Global Comm Services ETF position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 11 iShares Global Comm Services ETF shares in Q4 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in iShares Global Comm Services ETF in Q1 2020 and held it in 3 quarters.
  • Lenox Wealth Advisors's iShares Global Comm Services ETF position peaked at $1K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.