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Piedmont Capital Management (Montana)’s iShares Global Tech ETF IXN Stock Holding History

Piedmont Capital Management (Montana)’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
Q3 		– Sell
-2,934
Closed -$219K – 45
2021
Q2 		$219K Buy
+2,934
New +$158K 0.18% 39

Other funds holding IXN

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Piedmont Capital Management (Montana)'s IXN Position: Q3 2021 in Review

Piedmont Capital Management (Montana) sold out of iShares Global Tech ETF (IXN) in Q3 2021, closing a stake of 2,934 shares — an estimated $219K sold.

Piedmont Capital Management (Montana) first reported a position in IXN in Q2 2021 and held it in 1 quarter. The position peaked at $219K in Q2 2021. 396 funds tracked by Wall St. Rank hold IXN as of Q3 2021.

  • Piedmont Capital Management (Montana) reported no remaining iShares Global Tech ETF position as of Q3 2021 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 2,934 iShares Global Tech ETF shares in Q3 2021, an estimated $219K.
  • Piedmont Capital Management (Montana) first reported a position in iShares Global Tech ETF in Q2 2021 and held it in 1 quarter.
  • Piedmont Capital Management (Montana)'s iShares Global Tech ETF position peaked at $219K in Q2 2021.
  • 396 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2021.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q3 2021, filed 12 Nov 2021.