FGAM
WPS

Financial Gravity Asset Management’s iShares International Developed Property ETF WPS Stock Holding History

Financial Gravity Asset Management’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$256 – 2504
2024
Q1 		$256 Hold
8
– – ﹤0.01% 1567
2023
Q4 		$236 Buy
8
+4
+100% +$104 ﹤0.01% 1217
2023
Q3 		$107 Buy
+4
New +$106 ﹤0.01% 1006
2023
Q2 		– Sell
-27
Closed -$99 – 1790
2023
Q1 		$99 Buy
+27
New +$757 ﹤0.01% 691
2022
Q4 		– Sell
-50
Closed -$92 – 1552
2022
Q3 		$92 Sell
50
-8
-14% -$232 ﹤0.01% 641
2022
Q2 		$108 Sell
58
-12
-17% -$386 ﹤0.01% 585
2022
Q1 		$131 Sell
70
-4
-5% -$142 ﹤0.01% 610
2021
Q4 		$138 Buy
74
+71
+2,367% +$2.66K ﹤0.01% 654
2021
Q3 		$37K Hold
3
– – 0.02% 665
2021
Q2 		$38K Hold
3
– – 0.01% 658
2021
Q1 		$115 Hold
3
– – ﹤0.01% 504
2020
Q4 		$0 Buy
+3
New +$100 ﹤0.01% 688
2020
Q2 		– Sell
-78
Closed -$2.12K – 976
2020
Q1 		$2.12K Sell
78
-200
-72% -$7.16K 0.01% 395
2019
Q4 		$39K Hold
278
– – 0.03% 760
2019
Q3 		$11K Buy
278
+2
+0.7% +$76 0.01% 603
2019
Q2 		$10K Sell
276
-5
-2% -$191 0.01% 611
2019
Q1 		$11K Buy
+281
New +$10.5K 0.01% 543
2018
Q3 		$13K Sell
369
-14
-4% -$530 0.01% 535
2018
Q2 		$14K Buy
383
+54
+16% +$2.12K 0.01% 522
2018
Q1 		$13K Buy
+329
New +$13K 0.01% 554

Other funds holding WPS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of iShares International Developed Property ETF (WPS) in Q2 2024, closing a stake of 8 shares — an estimated $256 sold.

Financial Gravity Asset Management first reported a position in WPS in Q1 2018 and held it in 20 quarters. The position peaked at $39K in Q4 2019. 26 funds tracked by Wall St. Rank hold WPS as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining iShares International Developed Property ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 8 iShares International Developed Property ETF shares in Q2 2024, an estimated $256.
  • Financial Gravity Asset Management first reported a position in iShares International Developed Property ETF in Q1 2018 and held it in 20 quarters.
  • Financial Gravity Asset Management's iShares International Developed Property ETF position peaked at $39K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q2 2024.

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