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Essex Savings Bank’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Essex Savings Bank’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
2024
Q3 		– Sell
-4,011
Closed -$201K – 288
2024
Q2 		$201K Buy
+4,011
New +$193K 0.05% 261

Other funds holding SNPE

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Essex Savings Bank's SNPE Position: Q3 2024 in Review

Essex Savings Bank sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q3 2024, closing a stake of 4,011 shares — an estimated $201K sold.

Essex Savings Bank first reported a position in SNPE in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 94 funds tracked by Wall St. Rank hold SNPE as of Q3 2024.

  • Essex Savings Bank reported no remaining Xtrackers S&P 500 ESG ETF position as of Q3 2024 after selling out during the quarter.
  • Essex Savings Bank sold 4,011 Xtrackers S&P 500 ESG ETF shares in Q3 2024, an estimated $201K.
  • Essex Savings Bank first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2024 and held it in 1 quarter.
  • Essex Savings Bank's Xtrackers S&P 500 ESG ETF position peaked at $201K in Q2 2024.
  • 94 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2024.

Based on Essex Savings Bank's 13F filing for Q3 2024, filed 1 Nov 2024.