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Bogart Wealth LLC’s State Street Global Allocation ETF GAL Stock Holding History

Bogart Wealth LLC’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
2023
Q1 		– Sell
-400
Closed -$15K – 1148
2022
Q4 		$15K Buy
+400
New +$15.2K ﹤0.01% 479

Other funds holding GAL

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Bogart Wealth LLC's GAL Position: Q1 2023 in Review

Bogart Wealth LLC sold out of State Street Global Allocation ETF (GAL) in Q1 2023, closing a stake of 400 shares — an estimated $15K sold.

Bogart Wealth LLC first reported a position in GAL in Q4 2022 and held it in 1 quarter. The position peaked at $15K in Q4 2022. 38 funds tracked by Wall St. Rank hold GAL as of Q1 2023.

  • Bogart Wealth LLC reported no remaining State Street Global Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 400 State Street Global Allocation ETF shares in Q1 2023, an estimated $15K.
  • Bogart Wealth LLC first reported a position in State Street Global Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's State Street Global Allocation ETF position peaked at $15K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2023.

Based on Bogart Wealth LLC's 13F filing for Q1 2023, filed 21 Apr 2023.