Center for Financial Planning’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Center for Financial Planning’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-721	Closed	-$30K	–	541
2022 Q1	$30K	Hold	721	–	–	0.01%	272
2021 Q4	$34K	Hold	721	–	–	0.01%	266
2021 Q3	$33K	Hold	721	–	–	0.01%	255
2021 Q2	$34K	Hold	721	–	–	0.01%	253
2021 Q1	$32K	Hold	721	–	–	0.01%	259
2020 Q4	$30K	Hold	721	–	–	0.01%	247
2020 Q3	$26K	Hold	721	–	–	0.01%	242
2020 Q2	$26K	Hold	721	–	–	0.01%	233
2020 Q1	$21K	Hold	721	–	–	0.01%	251
2019 Q4	$29K	Buy	+721	New	+$28.4K	0.01%	227

Other funds holding FEZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return