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Orion Portfolio Solutions’s iShares Global Healthcare ETF IXJ Stock Holding History

Orion Portfolio Solutions’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,327
Closed -$160K – 1256
2020
Q2 		$160K Buy
2,327
+961
+70% +$64.9K 0.01% 449
2020
Q1 		$83K Sell
1,366
-166
-11% -$10.9K 0.01% 478
2019
Q4 		$105K Buy
+1,532
New +$99.4K 0.01% 411

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's IXJ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Global Healthcare ETF (IXJ) in Q3 2020, closing a stake of 2,327 shares — an estimated $160K sold.

Orion Portfolio Solutions first reported a position in IXJ in Q4 2019 and held it in 3 quarters. The position peaked at $160K in Q2 2020. 198 funds tracked by Wall St. Rank hold IXJ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Global Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,327 iShares Global Healthcare ETF shares in Q3 2020, an estimated $160K.
  • Orion Portfolio Solutions first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's iShares Global Healthcare ETF position peaked at $160K in Q2 2020.
  • 198 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.