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Bartlett & Co Wealth Management’s Barron's 400 ETF BFOR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-592
Closed -$4.62K – 849
2020
Q1 		$4.62K Buy
+592
New +$5.75K ﹤0.01% 727

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Citadel Advisors
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bartlett & Co Wealth Management's BFOR Position: Q2 2020 in Review

Bartlett & Co Wealth Management sold out of Barron's 400 ETF (BFOR) in Q2 2020, closing a stake of 592 shares — an estimated $4.62K sold.

Bartlett & Co Wealth Management first reported a position in BFOR in Q1 2020 and held it in 1 quarter. The position peaked at $4.62K in Q1 2020. 19 funds tracked by Wall St. Rank hold BFOR as of Q2 2020.

  • Bartlett & Co Wealth Management reported no remaining Barron's 400 ETF position as of Q2 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 592 Barron's 400 ETF shares in Q2 2020, an estimated $4.62K.
  • Bartlett & Co Wealth Management first reported a position in Barron's 400 ETF in Q1 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Barron's 400 ETF position peaked at $4.62K in Q1 2020.
  • 19 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2020, filed 13 Feb 2024.