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Tradition Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Tradition Wealth Management’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
2024
Q2 		– Sell
-14,324
Closed -$615K – 412
2024
Q1 		$615K Buy
14,324
+643
+5% +$25.5K 0.06% 190
2023
Q4 		$535K Buy
+13,681
New +$544K 0.06% 178

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tradition Wealth Management's IXC Position: Q2 2024 in Review

Tradition Wealth Management sold out of iShares Global Energy ETF (IXC) in Q2 2024, closing a stake of 14,324 shares — an estimated $615K sold.

Tradition Wealth Management first reported a position in IXC in Q4 2023 and held it in 2 quarters. The position peaked at $615K in Q1 2024. 400 funds tracked by Wall St. Rank hold IXC as of Q2 2024.

  • Tradition Wealth Management reported no remaining iShares Global Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 14,324 iShares Global Energy ETF shares in Q2 2024, an estimated $615K.
  • Tradition Wealth Management first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 2 quarters.
  • Tradition Wealth Management's iShares Global Energy ETF position peaked at $615K in Q1 2024.
  • 400 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2024.

Based on Tradition Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.