Baldwin Wealth Partners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Baldwin Wealth Partners’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-100	Closed	-$4K	–	693
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	613
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	556
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	569
2021 Q2	$5K	Buy	+100	New	+$4.75K	﹤0.01%	580
2018 Q1	–	Sell	-700	Closed	-$28K	–	491
2017 Q4	$28K	Hold	700	–	–	﹤0.01%	346
2017 Q3	$29K	Hold	700	–	–	﹤0.01%	330
2017 Q2	$27K	Hold	700	–	–	﹤0.01%	351
2017 Q1	$25K	Hold	700	–	–	﹤0.01%	354
2016 Q4	$23K	Hold	700	–	–	﹤0.01%	356
2016 Q3	$23K	Hold	700	–	–	﹤0.01%	363
2016 Q2	$22K	Hold	700	–	–	﹤0.01%	331
2016 Q1	$23K	Buy	+700	New	+$22.4K	﹤0.01%	353

Other funds holding FEZ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baldwin Wealth Partners's FEZ Position: Q2 2022 in Review

Baldwin Wealth Partners sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2022, closing a stake of 100 shares — an estimated $4K sold.

Baldwin Wealth Partners first reported a position in FEZ in Q1 2016 and held it in 12 quarters. The position peaked at $29K in Q3 2017. 177 funds tracked by Wall St. Rank hold FEZ as of Q2 2022.

Baldwin Wealth Partners reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 100 State Street SPDR EURO STOXX 50 ETF shares in Q2 2022, an estimated $4K.
Baldwin Wealth Partners first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2016 and held it in 12 quarters.
Baldwin Wealth Partners's State Street SPDR EURO STOXX 50 ETF position peaked at $29K in Q3 2017.
177 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2022.

Based on Baldwin Wealth Partners's 13F filing for Q2 2022, filed 18 Jul 2022.