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Ausdal Financial Partners’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Ausdal Financial Partners’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
2024
Q3 		– Sell
-7,729
Closed -$310K – 530
2024
Q2 		$310K Buy
7,729
+1
+0% +$42 0.03% 383
2024
Q1 		$317K Buy
7,728
+115
+2% +$4.5K 0.04% 364
2023
Q4 		$312K Hold
7,613
– – 0.04% 341
2023
Q3 		$308K Sell
7,613
-49
-0.6% -$2.01K 0.04% 331
2023
Q2 		$307K Sell
7,662
-35
-0.5% -$1.44K 0.04% 329
2023
Q1 		$326K Buy
+7,697
New +$335K 0.04% 331
2022
Q4 		– Sell
-7,243
Closed -$272K – 463
2022
Q3 		$272K Sell
7,243
-251
-3% -$10.1K 0.04% 351
2022
Q2 		$297K Buy
+7,494
New +$339K 0.04% 344
2020
Q4 		– Sell
-17,927
Closed -$498K – 424
2020
Q3 		$498K Buy
+17,927
New +$522K 0.12% 185

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Ausdal Financial Partners's GUNR Position: Q3 2024 in Review

Ausdal Financial Partners sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2024, closing a stake of 7,729 shares — an estimated $310K sold.

Ausdal Financial Partners first reported a position in GUNR in Q3 2020 and held it in 9 quarters. The position peaked at $498K in Q3 2020. 266 funds tracked by Wall St. Rank hold GUNR as of Q3 2024.

  • Ausdal Financial Partners reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2024 after selling out during the quarter.
  • Ausdal Financial Partners sold 7,729 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2024, an estimated $310K.
  • Ausdal Financial Partners first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2020 and held it in 9 quarters.
  • Ausdal Financial Partners's FlexShares Global Upstream Natural Resources Index Fund position peaked at $498K in Q3 2020.
  • 266 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2024.

Based on Ausdal Financial Partners's 13F filing for Q3 2024, filed 4 Oct 2024.