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Patriot Investment Management Group’s iShares Global Financials ETF IXG Stock Holding History

Patriot Investment Management Group’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-480
Closed -$36.6K – 324
2022
Q4 		$36.6K Buy
+480
New +$32.8K ﹤0.01% 310
2020
Q3 		– Sell
-480
Closed -$25.1K – 428
2020
Q2 		$25.1K Buy
+480
New +$24.2K ﹤0.01% 397

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

Patriot Investment Management Group sold out of iShares Global Financials ETF (IXG) in Q1 2023, closing a stake of 480 shares — an estimated $36.6K sold.

Patriot Investment Management Group first reported a position in IXG in Q2 2020 and held it in 2 quarters. The position peaked at $36.6K in Q4 2022. 131 funds tracked by Wall St. Rank hold IXG as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Global Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 480 iShares Global Financials ETF shares in Q1 2023, an estimated $36.6K.
  • Patriot Investment Management Group first reported a position in iShares Global Financials ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Global Financials ETF position peaked at $36.6K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2023.

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