ACK
FISR icon

Andrew C. Karlinski’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Andrew C. Karlinski’s Portfolio FISR Stock Details FISR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-79
Closed -$2K – 75
2022
Q3 		$2K Hold
79
– – ﹤0.01% 218
2022
Q2 		$2K Buy
79
+9
+13% +$247 ﹤0.01% 254
2022
Q1 		$2K Buy
+70
New +$2.08K ﹤0.01% 251

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Andrew C. Karlinski's FISR Position: Q4 2022 in Review

Andrew C. Karlinski sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q4 2022, closing a stake of 79 shares — an estimated $2K sold.

Andrew C. Karlinski first reported a position in FISR in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 43 funds tracked by Wall St. Rank hold FISR as of Q4 2022.

  • Andrew C. Karlinski reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 79 State Street Fixed Income Sector Rotation ETF shares in Q4 2022, an estimated $2K.
  • Andrew C. Karlinski first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2022 and held it in 3 quarters.
  • Andrew C. Karlinski's State Street Fixed Income Sector Rotation ETF position peaked at $2K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.