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Optimum Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Optimum Investment Advisors’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
2022
Q3 		– Sell
-200
Closed -$9K – 843
2022
Q2 		$9K Buy
200
+144
+257% +$7.28K ﹤0.01% 618
2022
Q1 		$3K Buy
+56
New +$3.23K ﹤0.01% 766

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Optimum Investment Advisors's IXN Position: Q3 2022 in Review

Optimum Investment Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2022, closing a stake of 200 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in IXN in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 374 funds tracked by Wall St. Rank hold IXN as of Q3 2022.

  • Optimum Investment Advisors reported no remaining iShares Global Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 iShares Global Tech ETF shares in Q3 2022, an estimated $9K.
  • Optimum Investment Advisors first reported a position in iShares Global Tech ETF in Q1 2022 and held it in 2 quarters.
  • Optimum Investment Advisors's iShares Global Tech ETF position peaked at $9K in Q2 2022.
  • 374 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.