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SkyView Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History

SkyView Investment Advisors’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
2023
Q1 		– Sell
-6,695
Closed -$261K – 721
2022
Q4 		$261K Buy
6,695
+684
+11% +$26.8K 0.08% 295
2022
Q3 		$200K Buy
+6,011
New +$211K 0.06% 368

Other funds holding IXC

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

SkyView Investment Advisors's IXC Position: Q1 2023 in Review

SkyView Investment Advisors sold out of iShares Global Energy ETF (IXC) in Q1 2023, closing a stake of 6,695 shares — an estimated $261K sold.

SkyView Investment Advisors first reported a position in IXC in Q3 2022 and held it in 2 quarters. The position peaked at $261K in Q4 2022. 248 funds tracked by Wall St. Rank hold IXC as of Q1 2023.

  • SkyView Investment Advisors reported no remaining iShares Global Energy ETF position as of Q1 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 6,695 iShares Global Energy ETF shares in Q1 2023, an estimated $261K.
  • SkyView Investment Advisors first reported a position in iShares Global Energy ETF in Q3 2022 and held it in 2 quarters.
  • SkyView Investment Advisors's iShares Global Energy ETF position peaked at $261K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2023.

Based on SkyView Investment Advisors's 13F filing for Q1 2023, filed 18 May 2023.