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WealthOne’s iShares Global Comm Services ETF IXP Stock Holding History

WealthOne’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
Q1 		– Sell
-3,610
Closed -$222K – 91
2019
Q4 		$222K Buy
+3,610
New +$215K 0.14% 84

Other funds holding IXP

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WealthOne's IXP Position: Q1 2020 in Review

WealthOne sold out of iShares Global Comm Services ETF (IXP) in Q1 2020, closing a stake of 3,610 shares — an estimated $222K sold.

WealthOne first reported a position in IXP in Q4 2019 and held it in 1 quarter. The position peaked at $222K in Q4 2019. 75 funds tracked by Wall St. Rank hold IXP as of Q1 2020.

  • WealthOne reported no remaining iShares Global Comm Services ETF position as of Q1 2020 after selling out during the quarter.
  • WealthOne sold 3,610 iShares Global Comm Services ETF shares in Q1 2020, an estimated $222K.
  • WealthOne first reported a position in iShares Global Comm Services ETF in Q4 2019 and held it in 1 quarter.
  • WealthOne's iShares Global Comm Services ETF position peaked at $222K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2020.

Based on WealthOne's 13F filing for Q1 2020, filed 16 Apr 2020.