Corient Private Wealth
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Corient Private Wealth’s State Street Global Allocation ETF GAL Stock Holding History

Corient Private Wealth’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,509
Closed -$353K – 2311
2023
Q4 		$353K Hold
8,509
– – ﹤0.01% 1788
2023
Q3 		$325K Hold
8,509
– – ﹤0.01% 1717
2023
Q2 		$340K Hold
8,509
– – ﹤0.01% 1637
2023
Q1 		$333K Hold
8,509
– – ﹤0.01% 1568
2022
Q4 		$320K Buy
+8,509
New +$324K ﹤0.01% 1313

Other funds holding GAL

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
BFA
Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
TFG
Taylor Financial Group Roanoke, Virginia $165M AUM 17.79% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Corient Private Wealth's GAL Position: Q1 2024 in Review

Corient Private Wealth sold out of State Street Global Allocation ETF (GAL) in Q1 2024, closing a stake of 8,509 shares — an estimated $353K sold.

Corient Private Wealth first reported a position in GAL in Q4 2022 and held it in 5 quarters. The position peaked at $353K in Q4 2023. 48 funds tracked by Wall St. Rank hold GAL as of Q1 2024.

  • Corient Private Wealth reported no remaining State Street Global Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 8,509 State Street Global Allocation ETF shares in Q1 2024, an estimated $353K.
  • Corient Private Wealth first reported a position in State Street Global Allocation ETF in Q4 2022 and held it in 5 quarters.
  • Corient Private Wealth's State Street Global Allocation ETF position peaked at $353K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.