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Financial Advocates Investment Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Financial Advocates Investment Management’s Portfolio FEZ Stock Details FEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,500
Closed -$315K – 747
2023
Q3 		$315K Buy
+7,500
New +$335K 0.02% 508

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Advocates Investment Management's FEZ Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2023, closing a stake of 7,500 shares — an estimated $315K sold.

Financial Advocates Investment Management first reported a position in FEZ in Q3 2023 and held it in 1 quarter. The position peaked at $315K in Q3 2023. 222 funds tracked by Wall St. Rank hold FEZ as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,500 State Street SPDR EURO STOXX 50 ETF shares in Q4 2023, an estimated $315K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2023 and held it in 1 quarter.
  • Financial Advocates Investment Management's State Street SPDR EURO STOXX 50 ETF position peaked at $315K in Q3 2023.
  • 222 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.