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Aspen Wealth Strategies’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Aspen Wealth Strategies’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
2023
Q3 		– Sell
-8,412
Closed -$337K – 76
2023
Q2 		$337K Sell
8,412
-3,268
-28% -$135K 0.26% 49
2023
Q1 		$494K Sell
11,680
-58
-0.5% -$2.53K 0.38% 37
2022
Q4 		$510K Buy
+11,738
New +$498K 0.41% 37

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

Aspen Wealth Strategies's GUNR Position: Q3 2023 in Review

Aspen Wealth Strategies sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2023, closing a stake of 8,412 shares — an estimated $337K sold.

Aspen Wealth Strategies first reported a position in GUNR in Q4 2022 and held it in 3 quarters. The position peaked at $510K in Q4 2022. 283 funds tracked by Wall St. Rank hold GUNR as of Q3 2023.

  • Aspen Wealth Strategies reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2023 after selling out during the quarter.
  • Aspen Wealth Strategies sold 8,412 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2023, an estimated $337K.
  • Aspen Wealth Strategies first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2022 and held it in 3 quarters.
  • Aspen Wealth Strategies's FlexShares Global Upstream Natural Resources Index Fund position peaked at $510K in Q4 2022.
  • 283 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2023.

Based on Aspen Wealth Strategies's 13F filing for Q3 2023, filed 1 Nov 2023.