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

Centaurus Financial’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
Q4 		– Sell
-3,065
Closed -$124K – 888
2022
Q3 		$124K Sell
3,065
-62
-2% -$2.78K 0.01% 739
2022
Q2 		$140K Sell
3,127
-618
-17% -$28.9K 0.01% 718
2022
Q1 		$195K Buy
+3,745
New +$202K 0.02% 676

Other funds holding LKOR

CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centaurus Financial's LKOR Position: Q4 2022 in Review

Centaurus Financial sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q4 2022, closing a stake of 3,065 shares — an estimated $124K sold.

Centaurus Financial first reported a position in LKOR in Q1 2022 and held it in 3 quarters. The position peaked at $195K in Q1 2022. 15 funds tracked by Wall St. Rank hold LKOR as of Q4 2022.

  • Centaurus Financial reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q4 2022 after selling out during the quarter.
  • Centaurus Financial sold 3,065 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q4 2022, an estimated $124K.
  • Centaurus Financial first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q1 2022 and held it in 3 quarters.
  • Centaurus Financial's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $195K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q4 2022.

Based on Centaurus Financial's 13F filing for Q4 2022, filed 13 Feb 2023.