PIA
IXN icon

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

Perennial 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
2021
Q4 		– Sell
-3,595
Closed -$200K – 242
2021
Q3 		$200K Buy
+3,595
New +$210K 0.07% 207

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Perennial Investment Advisors's IXN Position: Q4 2021 in Review

Perennial Investment Advisors sold out of iShares Global Tech ETF (IXN) in Q4 2021, closing a stake of 3,595 shares — an estimated $200K sold.

Perennial Investment Advisors first reported a position in IXN in Q3 2021 and held it in 1 quarter. The position peaked at $200K in Q3 2021. 457 funds tracked by Wall St. Rank hold IXN as of Q4 2021.

  • Perennial Investment Advisors reported no remaining iShares Global Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Perennial Investment Advisors sold 3,595 iShares Global Tech ETF shares in Q4 2021, an estimated $200K.
  • Perennial Investment Advisors first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 1 quarter.
  • Perennial Investment Advisors's iShares Global Tech ETF position peaked at $200K in Q3 2021.
  • 457 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2021.

Based on Perennial Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.