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Arkadios Wealth Advisors’s Global Partners GLP Stock Holding History

Arkadios Wealth Advisors’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,125
Closed -$66K – 1052
2021
Q3 		$66K Buy
3,125
+1,375
+79% +$31K 0.01% 797
2021
Q2 		$45K Buy
+1,750
New +$42.9K 0.01% 964

Other funds holding GLP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's GLP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Global Partners (GLP) in Q4 2021, closing a stake of 3,125 shares — an estimated $66K sold.

Arkadios Wealth Advisors first reported a position in GLP in Q2 2021 and held it in 2 quarters. The position peaked at $66K in Q3 2021. 74 funds tracked by Wall St. Rank hold GLP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Global Partners position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,125 Global Partners shares in Q4 2021, an estimated $66K.
  • Arkadios Wealth Advisors first reported a position in Global Partners in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Global Partners position peaked at $66K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held Global Partners as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.