Summit X LLC’s iShares Global Comm Services ETF IXP Stock Holding History

Summit X LLC’s Portfolio IXP Stock Details IXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,741	Closed	-$422K	–	211
2023 Q4	$422K	Sell	5,741 -103	-2%	-$7.33K	0.12%	118
2023 Q3	$399K	Sell	5,844 -16	-0.3%	-$1.11K	0.13%	118
2023 Q2	$401K	Sell	5,860 -404	-6%	-$26.7K	0.1%	182
2023 Q1	$401K	Buy	+6,264	New	+$381K	0.1%	178

Other funds holding IXP

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Summit X LLC's IXP Position: Q1 2024 in Review

Summit X LLC sold out of iShares Global Comm Services ETF (IXP) in Q1 2024, closing a stake of 5,741 shares — an estimated $422K sold.

Summit X LLC first reported a position in IXP in Q1 2023 and held it in 4 quarters. The position peaked at $422K in Q4 2023. 92 funds tracked by Wall St. Rank hold IXP as of Q1 2024.

Summit X LLC reported no remaining iShares Global Comm Services ETF position as of Q1 2024 after selling out during the quarter.
Summit X LLC sold 5,741 iShares Global Comm Services ETF shares in Q1 2024, an estimated $422K.
Summit X LLC first reported a position in iShares Global Comm Services ETF in Q1 2023 and held it in 4 quarters.
Summit X LLC's iShares Global Comm Services ETF position peaked at $422K in Q4 2023.
92 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2024.

Based on Summit X LLC's 13F filing for Q1 2024, filed 8 May 2024.