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 $1.15T AUM 47.82% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Center for Financial Planning's FEZ Position: Q2 2022 in Review

Center for Financial Planning sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2022, closing a stake of 721 shares — an estimated $30K sold.

Center for Financial Planning first reported a position in FEZ in Q4 2019 and held it in 10 quarters. The position peaked at $34K in Q4 2021. 177 funds tracked by Wall St. Rank hold FEZ as of Q2 2022.

Center for Financial Planning reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2022 after selling out during the quarter.
Center for Financial Planning sold 721 State Street SPDR EURO STOXX 50 ETF shares in Q2 2022, an estimated $30K.
Center for Financial Planning first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2019 and held it in 10 quarters.
Center for Financial Planning's State Street SPDR EURO STOXX 50 ETF position peaked at $34K in Q4 2021.
177 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2022.

Based on Center for Financial Planning's 13F filing for Q2 2022, filed 12 Aug 2022.