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Cornerstone Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Cornerstone Wealth Management’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,289
Closed -$283K – 458
2022
Q2 		$283K Sell
8,289
-1,100
-12% -$40.7K 0.03% 363
2022
Q1 		$385K Hold
9,389
– – 0.04% 323
2021
Q4 		$401K Hold
9,389
– – 0.04% 329
2021
Q3 		$356K Sell
9,389
-261
-3% -$10.2K 0.04% 326
2021
Q2 		$364K Buy
9,650
+3,225
+50% +$119K 0.04% 339
2021
Q1 		$223K Buy
+6,425
New +$217K 0.03% 409

Other funds holding SNPE

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Cornerstone Wealth Management's SNPE Position: Q3 2022 in Review

Cornerstone Wealth Management sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q3 2022, closing a stake of 8,289 shares — an estimated $283K sold.

Cornerstone Wealth Management first reported a position in SNPE in Q1 2021 and held it in 6 quarters. The position peaked at $401K in Q4 2021. 65 funds tracked by Wall St. Rank hold SNPE as of Q3 2022.

  • Cornerstone Wealth Management reported no remaining Xtrackers S&P 500 ESG ETF position as of Q3 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 8,289 Xtrackers S&P 500 ESG ETF shares in Q3 2022, an estimated $283K.
  • Cornerstone Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2021 and held it in 6 quarters.
  • Cornerstone Wealth Management's Xtrackers S&P 500 ESG ETF position peaked at $401K in Q4 2021.
  • 65 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.