Tranquility Partners’s iShares Global Utilities ETF JXI Stock Holding History

Tranquility Partners’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	–	Sell	-4,532	Closed	-$269K	–	221
2021 Q2	$269K	Sell	4,532 -3,966	-47%	-$246K	0.15%	160
2021 Q1	$514K	Sell	8,498 -6,686	-44%	-$396K	0.32%	99
2020 Q4	$912K	Buy	+15,184	New	+$904K	0.64%	48

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

Tranquility Partners's JXI Position: Q3 2021 in Review

Tranquility Partners sold out of iShares Global Utilities ETF (JXI) in Q3 2021, closing a stake of 4,532 shares — an estimated $269K sold.

Tranquility Partners first reported a position in JXI in Q4 2020 and held it in 3 quarters. The position peaked at $912K in Q4 2020. 60 funds tracked by Wall St. Rank hold JXI as of Q3 2021.

Tranquility Partners reported no remaining iShares Global Utilities ETF position as of Q3 2021 after selling out during the quarter.
Tranquility Partners sold 4,532 iShares Global Utilities ETF shares in Q3 2021, an estimated $269K.
Tranquility Partners first reported a position in iShares Global Utilities ETF in Q4 2020 and held it in 3 quarters.
Tranquility Partners's iShares Global Utilities ETF position peaked at $912K in Q4 2020.
60 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2021.

Based on Tranquility Partners's 13F filing for Q3 2021, filed 20 Oct 2021.