Clarkston Capital Partners’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Clarkston Capital Partners’s Portfolio QUS Stock Details QUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-185	Closed	-$22.3K	–	169
2023 Q3	$22.3K	Buy	+185	New	+$23K	﹤0.01%	155

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

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

Clarkston Capital Partners's QUS Position: Q4 2023 in Review

Clarkston Capital Partners sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2023, closing a stake of 185 shares — an estimated $22.3K sold.

Clarkston Capital Partners first reported a position in QUS in Q3 2023 and held it in 1 quarter. The position peaked at $22.3K in Q3 2023. 146 funds tracked by Wall St. Rank hold QUS as of Q4 2023.

Clarkston Capital Partners reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2023 after selling out during the quarter.
Clarkston Capital Partners sold 185 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2023, an estimated $22.3K.
Clarkston Capital Partners first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2023 and held it in 1 quarter.
Clarkston Capital Partners's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $22.3K in Q3 2023.
146 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2023.

Based on Clarkston Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.