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Valeo Financial Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Valeo Financial Advisors’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-100
Closed -$5K – 2086
2020
Q1 		$5K Buy
+100
New +$5.93K ﹤0.01% 1305

Other funds holding IXP

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Valeo Financial Advisors's IXP Position: Q2 2020 in Review

Valeo Financial Advisors sold out of iShares Global Comm Services ETF (IXP) in Q2 2020, closing a stake of 100 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in IXP in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 76 funds tracked by Wall St. Rank hold IXP as of Q2 2020.

  • Valeo Financial Advisors reported no remaining iShares Global Comm Services ETF position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 iShares Global Comm Services ETF shares in Q2 2020, an estimated $5K.
  • Valeo Financial Advisors first reported a position in iShares Global Comm Services ETF in Q1 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares Global Comm Services ETF position peaked at $5K in Q1 2020.
  • 76 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.