CFM Wealth Partners’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

CFM Wealth Partners’s Portfolio XHB Stock Details XHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-200	Closed	-$8K	–	463
2020 Q2	$8K	Hold	200	–	–	﹤0.01%	415
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	468
2019 Q4	$10K	Buy	+200	New	+$9.05K	﹤0.01%	424

Other funds holding XHB

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFM Wealth Partners's XHB Position: Q3 2020 in Review

CFM Wealth Partners sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2020, closing a stake of 200 shares — an estimated $8K sold.

CFM Wealth Partners first reported a position in XHB in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 202 funds tracked by Wall St. Rank hold XHB as of Q3 2020.

CFM Wealth Partners reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 200 State Street SPDR S&P Homebuilders ETF shares in Q3 2020, an estimated $8K.
CFM Wealth Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's State Street SPDR S&P Homebuilders ETF position peaked at $10K in Q4 2019.
202 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.