Atlanta Financial Associates’s State Street Global Allocation ETF GAL Stock Holding History

Atlanta Financial Associates’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$304K	Hold	7,110	–	–	0.14%	53
2020 Q4	$304K	Buy	7,110 +993	+16%	+$40.6K	0.14%	54
2020 Q3	$238K	Sell	6,117 -820	-12%	-$31.8K	0.12%	60
2020 Q2	$256K	Sell	6,937 -23,218	-77%	-$822K	0.14%	50
2020 Q1	$988K	Buy	+30,155	New	+$1.14M	0.78%	17

Other funds holding GAL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 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

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Atlanta Financial Associates's GAL Position: Q1 2021 in Review

Atlanta Financial Associates held its State Street Global Allocation ETF (GAL) position steady in Q1 2021 at 7,110 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #53.

Atlanta Financial Associates first reported a position in GAL in Q1 2020 and has held it in 5 quarters since. The position peaked at $988K in Q1 2020. 42 funds tracked by Wall St. Rank hold GAL as of Q1 2021.

Atlanta Financial Associates held 7,110 shares of State Street Global Allocation ETF worth $304K as of Q1 2021.
Atlanta Financial Associates left its State Street Global Allocation ETF share count unchanged in Q1 2021.
State Street Global Allocation ETF made up 0.14% of Atlanta Financial Associates's portfolio in Q1 2021, its #53 holding.
Atlanta Financial Associates first reported a position in State Street Global Allocation ETF in Q1 2020 and has held it in 5 quarters since.
Atlanta Financial Associates's State Street Global Allocation ETF position peaked at $988K in Q1 2020.
42 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.