TCI Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

TCI Wealth Advisors’s Portfolio IXN Stock Details IXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,200	Closed	-$253K	–	1622
2019 Q4	$253K	Buy	+7,200	New	+$236K	0.1%	145

Other funds holding IXN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TCI Wealth Advisors's IXN Position: Q1 2020 in Review

TCI Wealth Advisors sold out of iShares Global Tech ETF (IXN) in Q1 2020, closing a stake of 7,200 shares — an estimated $253K sold.

TCI Wealth Advisors first reported a position in IXN in Q4 2019 and held it in 1 quarter. The position peaked at $253K in Q4 2019. 293 funds tracked by Wall St. Rank hold IXN as of Q1 2020.

TCI Wealth Advisors reported no remaining iShares Global Tech ETF position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 7,200 iShares Global Tech ETF shares in Q1 2020, an estimated $253K.
TCI Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 1 quarter.
TCI Wealth Advisors's iShares Global Tech ETF position peaked at $253K in Q4 2019.
293 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.