Lido Advisors
IXP icon

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

Lido 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
2022
Q2 		– Sell
-3,936
Closed -$290K – 1005
2022
Q1 		$290K Sell
3,936
-14
-0.4% -$1.06K ﹤0.01% 822
2021
Q4 		$324K Sell
3,950
-230
-6% -$19.4K ﹤0.01% 775
2021
Q3 		$353K Sell
4,180
-242
-5% -$21.1K ﹤0.01% 703
2021
Q2 		$383K Sell
4,422
-36
-0.8% -$3.05K 0.01% 624
2021
Q1 		$358K Buy
4,458
+330
+8% +$26K 0.01% 606
2020
Q4 		$306K Buy
+4,128
New +$294K 0.01% 617

Other funds holding IXP

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return