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Almanack Investment Partners’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Almanack Investment Partners’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-53
Closed -$2K – 334
2022
Q3 		$2K Buy
+53
New +$2.57K ﹤0.01% 700

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Almanack Investment Partners's CATH Position: Q4 2022 in Review

Almanack Investment Partners sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q4 2022, closing a stake of 53 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in CATH in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 113 funds tracked by Wall St. Rank hold CATH as of Q4 2022.

  • Almanack Investment Partners reported no remaining Global X S&P 500 Catholic Values ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 53 Global X S&P 500 Catholic Values ETF shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Global X S&P 500 Catholic Values ETF position peaked at $2K in Q3 2022.
  • 113 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.