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Trivium Point Advisory’s iShares Global Financials ETF IXG Stock Holding History

Trivium Point Advisory’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,681
Closed -$253K – 160
2019
Q4 		$253K Buy
+3,681
New +$245K 0.1% 141

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Trivium Point Advisory's IXG Position: Q1 2020 in Review

Trivium Point Advisory sold out of iShares Global Financials ETF (IXG) in Q1 2020, closing a stake of 3,681 shares — an estimated $253K sold.

Trivium Point Advisory first reported a position in IXG in Q4 2019 and held it in 1 quarter. The position peaked at $253K in Q4 2019. 61 funds tracked by Wall St. Rank hold IXG as of Q1 2020.

  • Trivium Point Advisory reported no remaining iShares Global Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Trivium Point Advisory sold 3,681 iShares Global Financials ETF shares in Q1 2020, an estimated $253K.
  • Trivium Point Advisory first reported a position in iShares Global Financials ETF in Q4 2019 and held it in 1 quarter.
  • Trivium Point Advisory's iShares Global Financials ETF position peaked at $253K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2020.

Based on Trivium Point Advisory's 13F filing for Q1 2020, filed 8 May 2020.