CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Global X Guru Index ETF GURU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,000
Closed -$103K – 2866
2020
Q1 		$103K Buy
+4,000
New +$133K ﹤0.01% 1111

Other funds holding GURU

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

CAPTRUST Financial Advisors's GURU Position: Q2 2020 in Review

CAPTRUST Financial Advisors sold out of Global X Guru Index ETF (GURU) in Q2 2020, closing a stake of 4,000 shares — an estimated $103K sold.

CAPTRUST Financial Advisors first reported a position in GURU in Q1 2020 and held it in 1 quarter. The position peaked at $103K in Q1 2020. 15 funds tracked by Wall St. Rank hold GURU as of Q2 2020.

  • CAPTRUST Financial Advisors reported no remaining Global X Guru Index ETF position as of Q2 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,000 Global X Guru Index ETF shares in Q2 2020, an estimated $103K.
  • CAPTRUST Financial Advisors first reported a position in Global X Guru Index ETF in Q1 2020 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Global X Guru Index ETF position peaked at $103K in Q1 2020.
  • 15 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.