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Cahill Financial Advisors’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

Cahill Financial Advisors’s Portfolio GOEX Stock Details GOEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-79
Closed -$2K – 438
2021
Q3 		$2K Buy
+79
New +$2.31K ﹤0.01% 782

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACK
Andrew C. Karlinski $66M AUM 13.05% 1-Year Est. Return

Cahill Financial Advisors's GOEX Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Global X Gold Explorers ETF NEW (GOEX) in Q4 2021, closing a stake of 79 shares — an estimated $2K sold.

Cahill Financial Advisors first reported a position in GOEX in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 19 funds tracked by Wall St. Rank hold GOEX as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Global X Gold Explorers ETF NEW position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 79 Global X Gold Explorers ETF NEW shares in Q4 2021, an estimated $2K.
  • Cahill Financial Advisors first reported a position in Global X Gold Explorers ETF NEW in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Global X Gold Explorers ETF NEW position peaked at $2K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.