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Patriot Investment Management Group’s iShares Global Energy ETF IXC Stock Holding History

Patriot Investment Management Group’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,295
Closed -$52.6K – 323
2022
Q4 		$52.6K Buy
+1,295
New +$50.7K ﹤0.01% 298
2020
Q3 		– Sell
-1,955
Closed -$38.2K – 427
2020
Q2 		$38.2K Buy
+1,955
New +$38.2K ﹤0.01% 354

Other funds holding IXC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Patriot Investment Management Group's IXC Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Global Energy ETF (IXC) in Q1 2023, closing a stake of 1,295 shares — an estimated $52.6K sold.

Patriot Investment Management Group first reported a position in IXC in Q2 2020 and held it in 2 quarters. The position peaked at $52.6K in Q4 2022. 248 funds tracked by Wall St. Rank hold IXC as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Global Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 1,295 iShares Global Energy ETF shares in Q1 2023, an estimated $52.6K.
  • Patriot Investment Management Group first reported a position in iShares Global Energy ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Global Energy ETF position peaked at $52.6K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.