Sargent Bickham Lagudis’s iShares Global Energy ETF IXC Stock Holding History

Sargent Bickham Lagudis’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-241	Closed	-$9K	–	1091
2022 Q1	$9K	Buy	+241	New	+$8.01K	﹤0.01%	727
2018 Q1	–	Sell	-679	Closed	-$24K	–	784
2017 Q4	$24K	Hold	679	–	–	﹤0.01%	462
2017 Q3	$23K	Buy	+679	New	+$21.6K	﹤0.01%	477

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Sargent Bickham Lagudis's IXC Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of iShares Global Energy ETF (IXC) in Q2 2022, closing a stake of 241 shares — an estimated $9K sold.

Sargent Bickham Lagudis first reported a position in IXC in Q3 2017 and held it in 3 quarters. The position peaked at $24K in Q4 2017. 266 funds tracked by Wall St. Rank hold IXC as of Q2 2022.

Sargent Bickham Lagudis reported no remaining iShares Global Energy ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 241 iShares Global Energy ETF shares in Q2 2022, an estimated $9K.
Sargent Bickham Lagudis first reported a position in iShares Global Energy ETF in Q3 2017 and held it in 3 quarters.
Sargent Bickham Lagudis's iShares Global Energy ETF position peaked at $24K in Q4 2017.
266 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.