PTC
IXP icon

Private Trust Company’s iShares Global Comm Services ETF IXP Stock Holding History

Private Trust Company’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
Q3 		– Sell
-90
Closed -$6K – 2109
2022
Q2 		$6K Buy
+90
New +$5.98K ﹤0.01% 1689

Other funds holding IXP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Private Trust Company's IXP Position: Q3 2022 in Review

Private Trust Company sold out of iShares Global Comm Services ETF (IXP) in Q3 2022, closing a stake of 90 shares — an estimated $6K sold.

Private Trust Company first reported a position in IXP in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 80 funds tracked by Wall St. Rank hold IXP as of Q3 2022.

  • Private Trust Company reported no remaining iShares Global Comm Services ETF position as of Q3 2022 after selling out during the quarter.
  • Private Trust Company sold 90 iShares Global Comm Services ETF shares in Q3 2022, an estimated $6K.
  • Private Trust Company first reported a position in iShares Global Comm Services ETF in Q2 2022 and held it in 1 quarter.
  • Private Trust Company's iShares Global Comm Services ETF position peaked at $6K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2022.

Based on Private Trust Company's 13F filing for Q3 2022, filed 17 Oct 2022.