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Private Capital Management (Colorado)’s iShares Global Healthcare ETF IXJ Stock Holding History

Private Capital Management (Colorado)’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-81
Closed -$6.75K – 216
2023
Q1 		$6.75K Buy
+81
New +$6.71K ﹤0.01% 210

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Capital Management (Colorado)'s IXJ Position: Q2 2023 in Review

Private Capital Management (Colorado) sold out of iShares Global Healthcare ETF (IXJ) in Q2 2023, closing a stake of 81 shares — an estimated $6.75K sold.

Private Capital Management (Colorado) first reported a position in IXJ in Q1 2023 and held it in 1 quarter. The position peaked at $6.75K in Q1 2023. 272 funds tracked by Wall St. Rank hold IXJ as of Q2 2023.

  • Private Capital Management (Colorado) reported no remaining iShares Global Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 81 iShares Global Healthcare ETF shares in Q2 2023, an estimated $6.75K.
  • Private Capital Management (Colorado) first reported a position in iShares Global Healthcare ETF in Q1 2023 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s iShares Global Healthcare ETF position peaked at $6.75K in Q1 2023.
  • 272 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2023.

Based on Private Capital Management (Colorado)'s 13F filing for Q2 2023, filed 3 Aug 2023.