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Core Wealth Advisors (Florida)’s GraniteShares Gold Shares BAR Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,118
Closed -$20K – 193
2021
Q2 		$20K Hold
1,118
– – 0.01% 103
2021
Q1 		$19K Buy
+1,118
New +$19.9K 0.02% 98
2020
Q3 		– Sell
-878
Closed -$16K – 162
2020
Q2 		$16K Buy
+878
New +$15K 0.01% 79

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BAR Position: Q3 2021 in Review

Core Wealth Advisors (Florida) sold out of GraniteShares Gold Shares (BAR) in Q3 2021, closing a stake of 1,118 shares — an estimated $20K sold.

Core Wealth Advisors (Florida) first reported a position in BAR in Q2 2020 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 95 funds tracked by Wall St. Rank hold BAR as of Q3 2021.

  • Core Wealth Advisors (Florida) reported no remaining GraniteShares Gold Shares position as of Q3 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 1,118 GraniteShares Gold Shares shares in Q3 2021, an estimated $20K.
  • Core Wealth Advisors (Florida) first reported a position in GraniteShares Gold Shares in Q2 2020 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s GraniteShares Gold Shares position peaked at $20K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2021, filed 9 Nov 2021.