Carolinas Wealth Consulting’s Clough Global Opportunities Fund GLO Stock Holding History

Carolinas Wealth Consulting’s Portfolio GLO Stock Details GLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,716	Closed	-$48.7K	–	1051
2023 Q2	$48.7K	Hold	9,716	–	–	0.01%	348
2023 Q1	$47.5K	Hold	9,716	–	–	0.01%	371
2022 Q4	$49.3K	Hold	9,716	–	–	0.01%	362
2022 Q3	$54K	Sell	9,716 -9,228	-49%	-$65.5K	0.01%	315
2022 Q2	$139K	Hold	18,944	–	–	0.03%	201
2022 Q1	$178K	Hold	18,944	–	–	0.04%	185
2021 Q4	$202K	Hold	18,944	–	–	0.04%	167
2021 Q3	$231K	Hold	18,944	–	–	0.05%	143
2021 Q2	$229K	Buy	18,944 +718	+4%	+$9.02K	0.05%	154
2021 Q1	$223K	Sell	18,226 -2,108	-10%	-$25.9K	0.05%	152
2020 Q4	$226K	Buy	20,334 +1,321	+7%	+$13.3K	0.06%	138
2020 Q3	$178K	Buy	+19,013	New	+$178K	0.06%	139

Other funds holding GLO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carolinas Wealth Consulting's GLO Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Clough Global Opportunities Fund (GLO) in Q3 2023, closing a stake of 9,716 shares — an estimated $48.7K sold.

Carolinas Wealth Consulting first reported a position in GLO in Q3 2020 and held it in 12 quarters. The position peaked at $231K in Q3 2021. 63 funds tracked by Wall St. Rank hold GLO as of Q3 2023.

Carolinas Wealth Consulting reported no remaining Clough Global Opportunities Fund position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 9,716 Clough Global Opportunities Fund shares in Q3 2023, an estimated $48.7K.
Carolinas Wealth Consulting first reported a position in Clough Global Opportunities Fund in Q3 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's Clough Global Opportunities Fund position peaked at $231K in Q3 2021.
63 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.