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Financial Partners Group (Kansas)’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Financial Partners Group (Kansas)’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
Q3 		– Sell
-11,543
Closed -$463K – 192
2024
Q2 		$463K Sell
11,543
-1,359
-11% -$56.6K 0.07% 111
2024
Q1 		$530K Sell
12,902
-2,114
-14% -$82.7K 0.08% 97
2023
Q4 		$615K Buy
+15,016
New +$598K 0.11% 81

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
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
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

Financial Partners Group (Kansas)'s GUNR Position: Q3 2024 in Review

Financial Partners Group (Kansas) sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q3 2024, closing a stake of 11,543 shares — an estimated $463K sold.

Financial Partners Group (Kansas) first reported a position in GUNR in Q4 2023 and held it in 3 quarters. The position peaked at $615K in Q4 2023. 266 funds tracked by Wall St. Rank hold GUNR as of Q3 2024.

  • Financial Partners Group (Kansas) reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 11,543 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2024, an estimated $463K.
  • Financial Partners Group (Kansas) first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2023 and held it in 3 quarters.
  • Financial Partners Group (Kansas)'s Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $615K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2024, filed 30 Oct 2024.