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Annapolis Financial Services’s Global X Guru Index ETF GURU Stock Holding History

Annapolis Financial Services’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4
Closed – – 436
2021
Q1 		$0 Buy
+4
New +$184 ﹤0.01% 433

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Annapolis Financial Services's GURU Position: Q2 2021 in Review

Annapolis Financial Services sold out of Global X Guru Index ETF (GURU) in Q2 2021, closing a stake of 4 shares.

Annapolis Financial Services first reported a position in GURU in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 18 funds tracked by Wall St. Rank hold GURU as of Q2 2021.

  • Annapolis Financial Services reported no remaining Global X Guru Index ETF position as of Q2 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 4 Global X Guru Index ETF shares in Q2 2021.
  • Annapolis Financial Services first reported a position in Global X Guru Index ETF in Q1 2021 and held it in 1 quarter.
  • Annapolis Financial Services's Global X Guru Index ETF position peaked at $0 in Q1 2021.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2021.

Based on Annapolis Financial Services's 13F filing for Q2 2021, filed 4 Aug 2021.