Cardinal Point Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
CAI
FWM
BCI
Cardinal Point Wealth Management's TOTL Position: Q3 2021 in Review
Cardinal Point Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 3.5% in Q3 2021, buying an estimated $361K and bringing the position to 219,581 shares worth $10.6M. The position accounts for 4.99% of the portfolio, ranked #5.
Cardinal Point Wealth Management first reported a position in TOTL in Q4 2020 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold TOTL as of Q3 2021.
- Cardinal Point Wealth Management held 219,581 shares of State Street DoubleLine Total Return Tactical ETF worth $10.6M as of Q3 2021.
- Cardinal Point Wealth Management bought 7,450 State Street DoubleLine Total Return Tactical ETF shares in Q3 2021, an estimated $361K.
- State Street DoubleLine Total Return Tactical ETF made up 4.99% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #5 holding.
- Cardinal Point Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and has held it in 4 quarters since.
- 359 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2021.
Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.