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Advisory Resource Group’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Advisory Resource Group’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-184,485
Closed -$7M – 157
2021
Q3 		$7M Buy
184,485
+7,918
+4% +$309K 2.58% 9
2021
Q2 		$6.67M Buy
+176,567
New +$6.49M 2.67% 8

Other funds holding SNPE

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Resource Group's SNPE Position: Q4 2021 in Review

Advisory Resource Group sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q4 2021, closing a stake of 184,485 shares — an estimated $7M sold.

Advisory Resource Group first reported a position in SNPE in Q2 2021 and held it in 2 quarters. The position peaked at $7M in Q3 2021. 61 funds tracked by Wall St. Rank hold SNPE as of Q4 2021.

  • Advisory Resource Group reported no remaining Xtrackers S&P 500 ESG ETF position as of Q4 2021 after selling out during the quarter.
  • Advisory Resource Group sold 184,485 Xtrackers S&P 500 ESG ETF shares in Q4 2021, an estimated $7M.
  • Advisory Resource Group first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2021 and held it in 2 quarters.
  • Advisory Resource Group's Xtrackers S&P 500 ESG ETF position peaked at $7M in Q3 2021.
  • 61 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q4 2021.

Based on Advisory Resource Group's 13F filing for Q4 2021, filed 8 Feb 2022.