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Vertex Planning Partners’s iShares Global Energy ETF IXC Stock Holding History

Vertex Planning Partners’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
-6,163
Closed -$265K – 156
2024
Q1 		$265K Buy
+6,163
New +$244K 0.07% 132

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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

Vertex Planning Partners's IXC Position: Q2 2024 in Review

Vertex Planning Partners sold out of iShares Global Energy ETF (IXC) in Q2 2024, closing a stake of 6,163 shares — an estimated $265K sold.

Vertex Planning Partners first reported a position in IXC in Q1 2024 and held it in 1 quarter. The position peaked at $265K in Q1 2024. 400 funds tracked by Wall St. Rank hold IXC as of Q2 2024.

  • Vertex Planning Partners reported no remaining iShares Global Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Vertex Planning Partners sold 6,163 iShares Global Energy ETF shares in Q2 2024, an estimated $265K.
  • Vertex Planning Partners first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 1 quarter.
  • Vertex Planning Partners's iShares Global Energy ETF position peaked at $265K in Q1 2024.
  • 400 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2024.

Based on Vertex Planning Partners's 13F filing for Q2 2024, filed 13 Aug 2024.