Signet Financial Management’s iShares Global Utilities ETF JXI Stock Holding History

Signet Financial Management’s Portfolio JXI Stock Details JXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-220	Closed	-$14K	–	798
2021 Q4	$14K	Buy	+220	New	+$13.6K	﹤0.01%	973
2018 Q4	–	Sell	-220	Closed	-$11K	–	549
2018 Q3	$11K	Hold	220	–	–	﹤0.01%	618
2018 Q2	$11K	Hold	220	–	–	﹤0.01%	617
2018 Q1	$11K	Buy	+220	New	+$10.5K	﹤0.01%	563

Other funds holding JXI

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Signet Financial Management's JXI Position: Q1 2022 in Review

Signet Financial Management sold out of iShares Global Utilities ETF (JXI) in Q1 2022, closing a stake of 220 shares — an estimated $14K sold.

Signet Financial Management first reported a position in JXI in Q1 2018 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 62 funds tracked by Wall St. Rank hold JXI as of Q1 2022.

Signet Financial Management reported no remaining iShares Global Utilities ETF position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 220 iShares Global Utilities ETF shares in Q1 2022, an estimated $14K.
Signet Financial Management first reported a position in iShares Global Utilities ETF in Q1 2018 and held it in 4 quarters.
Signet Financial Management's iShares Global Utilities ETF position peaked at $14K in Q4 2021.
62 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.