Arkadios Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Arkadios Wealth Advisors’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-562	Closed	-$20K	–	1074
2021 Q3	$20K	Sell	562 -12	-2%	-$447	﹤0.01%	1213
2021 Q2	$21K	Sell	574 -113	-16%	-$4.37K	﹤0.01%	1260
2021 Q1	$24K	Hold	687	–	–	﹤0.01%	917
2020 Q4	$22K	Buy	+687	New	+$20.7K	﹤0.01%	729

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2021, closing a stake of 562 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in GUNR in Q4 2020 and held it in 4 quarters. The position peaked at $24K in Q1 2021. 232 funds tracked by Wall St. Rank hold GUNR as of Q4 2021.

Arkadios Wealth Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 562 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2021, an estimated $20K.
Arkadios Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $24K in Q1 2021.
232 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2021.

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