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Simon Quick Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Simon Quick Advisors’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,358
Closed -$506K – 250
2022
Q3 		$506K Buy
+11,358
New +$567K 0.07% 119

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simon Quick Advisors's XT Position: Q4 2022 in Review

Simon Quick Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2022, closing a stake of 11,358 shares — an estimated $506K sold.

Simon Quick Advisors first reported a position in XT in Q3 2022 and held it in 1 quarter. The position peaked at $506K in Q3 2022. 223 funds tracked by Wall St. Rank hold XT as of Q4 2022.

  • Simon Quick Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 11,358 iShares Future Exponential Technologies ETF shares in Q4 2022, an estimated $506K.
  • Simon Quick Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2022 and held it in 1 quarter.
  • Simon Quick Advisors's iShares Future Exponential Technologies ETF position peaked at $506K in Q3 2022.
  • 223 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2022.

Based on Simon Quick Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.