CAPTRUST Financial Advisors
LKOR icon

CAPTRUST Financial Advisors’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio LKOR Stock Details LKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-200
Closed -$9K – 3170
2022
Q2 		$9K Hold
200
– – ﹤0.01% 3813
2022
Q1 		$10K Hold
200
– – ﹤0.01% 3805
2021
Q4 		$12K Hold
200
– – ﹤0.01% 3613
2021
Q3 		$12K Buy
+200
New +$12.3K ﹤0.01% 3501

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CAPTRUST Financial Advisors's LKOR Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q3 2022, closing a stake of 200 shares — an estimated $9K sold.

CAPTRUST Financial Advisors first reported a position in LKOR in Q3 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 18 funds tracked by Wall St. Rank hold LKOR as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 200 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q3 2022, an estimated $9K.
  • CAPTRUST Financial Advisors first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $12K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.