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PRW Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

PRW Wealth Management’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
-7,127
Closed -$374K – 87
2022
Q3 		$374K Buy
+7,127
New +$430K 0.18% 52

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PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $187B AUM 21.7% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PRW Wealth Management's IXP Position: Q4 2022 in Review

PRW Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2022, closing a stake of 7,127 shares — an estimated $374K sold.

PRW Wealth Management first reported a position in IXP in Q3 2022 and held it in 1 quarter. The position peaked at $374K in Q3 2022. 78 funds tracked by Wall St. Rank hold IXP as of Q4 2022.

  • PRW Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q4 2022 after selling out during the quarter.
  • PRW Wealth Management sold 7,127 iShares Global Comm Services ETF shares in Q4 2022, an estimated $374K.
  • PRW Wealth Management first reported a position in iShares Global Comm Services ETF in Q3 2022 and held it in 1 quarter.
  • PRW Wealth Management's iShares Global Comm Services ETF position peaked at $374K in Q3 2022.
  • 78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2022.

Based on PRW Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.