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Phoenix Financial’s iShares Global Energy ETF IXC Stock Holding History

Phoenix Financial’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
-1,280,000
Closed -$49.9M – 312
2022
Q4 		$49.9M Hold
1,280,000
– – 0.97% 32
2022
Q3 		$43M Buy
+1,280,000
New +$44.9M 0.95% 37

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

Phoenix Financial's IXC Position: Q1 2023 in Review

Phoenix Financial sold out of iShares Global Energy ETF (IXC) in Q1 2023, closing a stake of 1,280,000 shares — an estimated $49.9M sold.

Phoenix Financial first reported a position in IXC in Q3 2022 and held it in 2 quarters. The position peaked at $49.9M in Q4 2022. 248 funds tracked by Wall St. Rank hold IXC as of Q1 2023.

  • Phoenix Financial reported no remaining iShares Global Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Phoenix Financial sold 1,280,000 iShares Global Energy ETF shares in Q1 2023, an estimated $49.9M.
  • Phoenix Financial first reported a position in iShares Global Energy ETF in Q3 2022 and held it in 2 quarters.
  • Phoenix Financial's iShares Global Energy ETF position peaked at $49.9M in Q4 2022.
  • 248 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2023.

Based on Phoenix Financial's 13F filing for Q1 2023, filed 11 May 2023.