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CSat Investment Advisory’s GraniteShares Gold Shares BAR Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-4,123,070
Closed -$77.3M – 565
2020
Q3 		$77.3M Sell
4,123,070
-199,980
-5% -$3.81M 6.88% 3
2020
Q2 		$76.7M Buy
4,323,050
+1,295,280
+43% +$22.1M 9.3% 2
2020
Q1 		$47.5M Buy
3,027,770
+2,805,405
+1,262% +$44.2M 10.1% 2
2019
Q4 		$3.36M Buy
+222,365
New +$3.28M 0.88% 10

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CSat Investment Advisory's BAR Position: Q4 2020 in Review

CSat Investment Advisory sold out of GraniteShares Gold Shares (BAR) in Q4 2020, closing a stake of 4,123,070 shares — an estimated $77.3M sold.

CSat Investment Advisory first reported a position in BAR in Q4 2019 and held it in 4 quarters. The position peaked at $77.3M in Q3 2020. 87 funds tracked by Wall St. Rank hold BAR as of Q4 2020.

  • CSat Investment Advisory reported no remaining GraniteShares Gold Shares position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 4,123,070 GraniteShares Gold Shares shares in Q4 2020, an estimated $77.3M.
  • CSat Investment Advisory first reported a position in GraniteShares Gold Shares in Q4 2019 and held it in 4 quarters.
  • CSat Investment Advisory's GraniteShares Gold Shares position peaked at $77.3M in Q3 2020.
  • 87 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.