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Choate Investment Advisors’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Choate Investment Advisors’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-26,000
Closed -$804K – 438
2023
Q3 		$804K Buy
+26,000
New +$838K 0.03% 190

Other funds holding OGIG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Choate Investment Advisors's OGIG Position: Q4 2023 in Review

Choate Investment Advisors sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q4 2023, closing a stake of 26,000 shares — an estimated $804K sold.

Choate Investment Advisors first reported a position in OGIG in Q3 2023 and held it in 1 quarter. The position peaked at $804K in Q3 2023. 50 funds tracked by Wall St. Rank hold OGIG as of Q4 2023.

  • Choate Investment Advisors reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 26,000 ALPS O'Shares Global Internet Giants ETF shares in Q4 2023, an estimated $804K.
  • Choate Investment Advisors first reported a position in ALPS O'Shares Global Internet Giants ETF in Q3 2023 and held it in 1 quarter.
  • Choate Investment Advisors's ALPS O'Shares Global Internet Giants ETF position peaked at $804K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.