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Ten Capital Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Ten Capital Wealth 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
2021
Q3 		– Sell
-3,300
Closed -$88K – 468
2021
Q2 		$88K Hold
3,300
– – 0.02% 153
2021
Q1 		$81K Buy
+3,300
New +$77.9K 0.02% 150

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ten Capital Wealth Advisors's IXC Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of iShares Global Energy ETF (IXC) in Q3 2021, closing a stake of 3,300 shares — an estimated $88K sold.

Ten Capital Wealth Advisors first reported a position in IXC in Q1 2021 and held it in 2 quarters. The position peaked at $88K in Q2 2021. 201 funds tracked by Wall St. Rank hold IXC as of Q3 2021.

  • Ten Capital Wealth Advisors reported no remaining iShares Global Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 3,300 iShares Global Energy ETF shares in Q3 2021, an estimated $88K.
  • Ten Capital Wealth Advisors first reported a position in iShares Global Energy ETF in Q1 2021 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's iShares Global Energy ETF position peaked at $88K in Q2 2021.
  • 201 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.