Financial Gravity Asset Management’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Financial Gravity Asset Management’s Portfolio NFRA Stock Details NFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-29	Closed	-$1.56K	–	2075
2024 Q1	$1.56K	Buy	+29	New	+$1.55K	﹤0.01%	1160
2023 Q3	–	Sell	-52	Closed	-$19.9K	–	1579
2023 Q2	$19.9K	Hold	52	–	–	0.05%	149
2023 Q1	$138	Buy	52 +2	+4%	+$103	﹤0.01%	665
2022 Q4	$17.9K	Buy	50 +4	+9%	+$197	0.09%	119
2022 Q3	$121	Buy	+46	New	+$2.39K	﹤0.01%	619
2022 Q2	–	Sell	-57	Closed	-$153	–	811
2022 Q1	$153	Hold	57	–	–	﹤0.01%	599
2021 Q4	$153	Buy	+57	New	+$3.25K	﹤0.01%	648

Other funds holding NFRA

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Gravity Asset Management's NFRA Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q2 2024, closing a stake of 29 shares — an estimated $1.56K sold.

Financial Gravity Asset Management first reported a position in NFRA in Q4 2021 and held it in 7 quarters. The position peaked at $19.9K in Q2 2023. 101 funds tracked by Wall St. Rank hold NFRA as of Q2 2024.

Financial Gravity Asset Management reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 29 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q2 2024, an estimated $1.56K.
Financial Gravity Asset Management first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q4 2021 and held it in 7 quarters.
Financial Gravity Asset Management's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $19.9K in Q2 2023.
101 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.