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Private Advisory Group’s iShares Global Comm Services ETF IXP Stock Holding History

Private Advisory Group’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-83,959
Closed -$4.4M – 212
2022
Q3 		$4.4M Buy
+83,959
New +$5.06M 1.01% 33

Other funds holding IXP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Private Advisory Group's IXP Position: Q4 2022 in Review

Private Advisory Group sold out of iShares Global Comm Services ETF (IXP) in Q4 2022, closing a stake of 83,959 shares — an estimated $4.4M sold.

Private Advisory Group first reported a position in IXP in Q3 2022 and held it in 1 quarter. The position peaked at $4.4M in Q3 2022. 78 funds tracked by Wall St. Rank hold IXP as of Q4 2022.

  • Private Advisory Group reported no remaining iShares Global Comm Services ETF position as of Q4 2022 after selling out during the quarter.
  • Private Advisory Group sold 83,959 iShares Global Comm Services ETF shares in Q4 2022, an estimated $4.4M.
  • Private Advisory Group first reported a position in iShares Global Comm Services ETF in Q3 2022 and held it in 1 quarter.
  • Private Advisory Group's iShares Global Comm Services ETF position peaked at $4.4M in Q3 2022.
  • 78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2022.

Based on Private Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.