Sonora Investment Management’s iShares Global Utilities ETF JXI Stock Holding History

Sonora Investment 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
2021 Q3	$12K	Hold	211	–	–	﹤0.01%	742
2021 Q2	$13K	Hold	211	–	–	﹤0.01%	668
2021 Q1	$13K	Hold	211	–	–	﹤0.01%	1137
2020 Q4	$13K	Hold	211	–	–	﹤0.01%	1076
2020 Q3	$12K	Hold	211	–	–	﹤0.01%	1095
2020 Q2	$11K	Hold	211	–	–	﹤0.01%	1042
2020 Q1	$11K	Hold	211	–	–	﹤0.01%	988
2019 Q4	$12K	Buy	+211	New	+$12.2K	﹤0.01%	1071

Other funds holding JXI

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management's JXI Position: Q3 2021 in Review

Sonora Investment Management held its iShares Global Utilities ETF (JXI) position steady in Q3 2021 at 211 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Sonora Investment Management first reported a position in JXI in Q4 2019 and has held it in 8 quarters since. The position peaked at $13K in Q2 2021. 60 funds tracked by Wall St. Rank hold JXI as of Q3 2021.

Sonora Investment Management held 211 shares of iShares Global Utilities ETF worth $12K as of Q3 2021.
Sonora Investment Management left its iShares Global Utilities ETF share count unchanged in Q3 2021.
iShares Global Utilities ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #742 holding.
Sonora Investment Management first reported a position in iShares Global Utilities ETF in Q4 2019 and has held it in 8 quarters since.
Sonora Investment Management's iShares Global Utilities ETF position peaked at $13K in Q2 2021.
60 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.