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Trust Company of Vermont’s iShares Global Utilities ETF JXI Stock Holding History

Trust Company of Vermont’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
-19
Closed -$1K – 531
2021
Q2 		$1K Buy
+19
New +$1.18K ﹤0.01% 768

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Ameriprise
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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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 $16.3B AUM 16.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trust Company of Vermont's JXI Position: Q3 2021 in Review

Trust Company of Vermont sold out of iShares Global Utilities ETF (JXI) in Q3 2021, closing a stake of 19 shares — an estimated $1K sold.

Trust Company of Vermont first reported a position in JXI in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 60 funds tracked by Wall St. Rank hold JXI as of Q3 2021.

  • Trust Company of Vermont reported no remaining iShares Global Utilities ETF position as of Q3 2021 after selling out during the quarter.
  • Trust Company of Vermont sold 19 iShares Global Utilities ETF shares in Q3 2021, an estimated $1K.
  • Trust Company of Vermont first reported a position in iShares Global Utilities ETF in Q2 2021 and held it in 1 quarter.
  • Trust Company of Vermont's iShares Global Utilities ETF position peaked at $1K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2021.

Based on Trust Company of Vermont's 13F filing for Q3 2021, filed 22 Oct 2021.