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Castle Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Castle Wealth Management’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-130
Closed -$5K – 699
2022
Q2 		$5K Buy
+130
New +$5.87K ﹤0.01% 485

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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Castle Wealth Management's GUNR Position: Q3 2022 in Review

Castle Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2022, closing a stake of 130 shares — an estimated $5K sold.

Castle Wealth Management first reported a position in GUNR in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 270 funds tracked by Wall St. Rank hold GUNR as of Q3 2022.

  • Castle Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 130 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2022, an estimated $5K.
  • Castle Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $5K in Q2 2022.
  • 270 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.