B. Riley Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-12,184	Closed	-$488K	–	1573
2023 Q2	$488K	Sell	12,184 -297	-2%	-$12.3K	0.01%	867
2023 Q1	$528K	Buy	12,481 +83	+0.7%	+$3.62K	0.01%	784
2022 Q4	$539K	Buy	12,398 +240	+2%	+$10.2K	0.02%	754
2022 Q3	$457K	Buy	+12,158	New	+$489K	0.01%	797
2015 Q1	–	Sell	-22	Closed	-$1	–	1152
2014 Q4	$1	Buy	+22	New	+$716	﹤0.01%	3550

Other funds holding GUNR

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

B. Riley Wealth Advisors's GUNR Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2023, closing a stake of 12,184 shares — an estimated $488K sold.

B. Riley Wealth Advisors first reported a position in GUNR in Q4 2014 and held it in 5 quarters. The position peaked at $539K in Q4 2022. 283 funds tracked by Wall St. Rank hold GUNR as of Q3 2023.

B. Riley Wealth Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,184 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2023, an estimated $488K.
B. Riley Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $539K in Q4 2022.
283 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.