Shore Point Advisors’s iShares Global Tech ETF IXN Stock Holding History

Shore Point Advisors’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 Q1	–	Sell	-69	Closed	-$4K	–	114
2021 Q4	$4K	Buy	+69	New	+$4.24K	﹤0.01%	157

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shore Point Advisors's IXN Position: Q1 2022 in Review

Shore Point Advisors sold out of iShares Global Tech ETF (IXN) in Q1 2022, closing a stake of 69 shares — an estimated $4K sold.

Shore Point Advisors first reported a position in IXN in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 447 funds tracked by Wall St. Rank hold IXN as of Q1 2022.

Shore Point Advisors reported no remaining iShares Global Tech ETF position as of Q1 2022 after selling out during the quarter.
Shore Point Advisors sold 69 iShares Global Tech ETF shares in Q1 2022, an estimated $4K.
Shore Point Advisors first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 1 quarter.
Shore Point Advisors's iShares Global Tech ETF position peaked at $4K in Q4 2021.
447 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.