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Delos Wealth Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Delos Wealth Advisors’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-550
Closed -$22.5K – 394
2023
Q4 		$22.5K Hold
550
– – 0.03% 83
2023
Q3 		$22.5K Hold
550
– – 0.03% 101
2023
Q2 		$22K Hold
550
– – 0.03% 97
2023
Q1 		$23.3K Buy
+550
New +$24K 0.03% 90

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Delos Wealth Advisors's GUNR Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2024, closing a stake of 550 shares — an estimated $22.5K sold.

Delos Wealth Advisors first reported a position in GUNR in Q1 2023 and held it in 4 quarters. The position peaked at $23.3K in Q1 2023. 281 funds tracked by Wall St. Rank hold GUNR as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 550 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2024, an estimated $22.5K.
  • Delos Wealth Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2023 and held it in 4 quarters.
  • Delos Wealth Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $23.3K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2024.

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