SWM
IXN icon

Seaside Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Seaside Wealth Management’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,715
Closed -$241K – 53
2022
Q2 		$241K Buy
+4,715
New +$238K 0.18% 42

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Seaside Wealth Management's IXN Position: Q3 2022 in Review

Seaside Wealth Management sold out of iShares Global Tech ETF (IXN) in Q3 2022, closing a stake of 4,715 shares — an estimated $241K sold.

Seaside Wealth Management first reported a position in IXN in Q2 2022 and held it in 1 quarter. The position peaked at $241K in Q2 2022. 374 funds tracked by Wall St. Rank hold IXN as of Q3 2022.

  • Seaside Wealth Management reported no remaining iShares Global Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Seaside Wealth Management sold 4,715 iShares Global Tech ETF shares in Q3 2022, an estimated $241K.
  • Seaside Wealth Management first reported a position in iShares Global Tech ETF in Q2 2022 and held it in 1 quarter.
  • Seaside Wealth Management's iShares Global Tech ETF position peaked at $241K in Q2 2022.
  • 374 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2022.

Based on Seaside Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.