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Patriot Financial Group Insurance Agency’s iShares Global Healthcare ETF IXJ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-438
Closed -$36K – 1180
2022
Q2 		$36K Buy
438
+1
+0.2% +$84 0.01% 834
2022
Q1 		$38K Hold
437
– – 0.01% 866
2021
Q4 		$39K Sell
437
-199
-31% -$17.2K 0.01% 966
2021
Q3 		$53K Hold
636
– – 0.01% 850
2021
Q2 		$53K Buy
636
+1
+0.2% +$81 0.01% 821
2021
Q1 		$49K Hold
635
– – 0.01% 781
2020
Q4 		$49K Buy
635
+55
+9% +$4.05K 0.01% 692
2020
Q3 		$42K Sell
580
-786
-58% -$56.3K 0.01% 582
2020
Q2 		$94K Sell
1,366
-540
-28% -$36.5K 0.04% 359
2020
Q1 		$116K Buy
1,906
+329
+21% +$21.7K 0.05% 299
2019
Q4 		$108K Buy
1,577
+570
+57% +$37K 0.04% 328
2019
Q3 		$62K Buy
1,007
+171
+20% +$10.5K 0.03% 404
2019
Q2 		$52K Buy
836
+457
+121% +$27.4K 0.02% 428
2019
Q1 		$23K Buy
379
+33
+10% +$1.97K 0.01% 516
2018
Q4 		$20K Buy
346
+1
+0.3% +$60 0.01% 479
2018
Q3 		$22K Buy
345
+244
+242% +$14.7K 0.01% 470
2018
Q2 		$6K Buy
101
+1
+1% +$56 0.01% 457
2018
Q1 		$5K Hold
100
– – ﹤0.01% 734
2017
Q4 		$6K Hold
100
– – ﹤0.01% 690
2017
Q3 		$6K Hold
100
– – 0.01% 664
2017
Q2 		$5K Buy
+100
New +$5.31K 0.01% 677
2017
Q1 		– Sell
-100
Closed -$5K – 832
2016
Q4 		$5K Buy
+100
New +$4.79K 0.01% 570

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IXJ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Global Healthcare ETF (IXJ) in Q3 2022, closing a stake of 438 shares — an estimated $36K sold.

Patriot Financial Group Insurance Agency first reported a position in IXJ in Q4 2016 and held it in 22 quarters. The position peaked at $116K in Q1 2020. 236 funds tracked by Wall St. Rank hold IXJ as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Global Healthcare ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 438 iShares Global Healthcare ETF shares in Q3 2022, an estimated $36K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Global Healthcare ETF in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's iShares Global Healthcare ETF position peaked at $116K in Q1 2020.
  • 236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.