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FinTrust Capital Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

FinTrust Capital Advisors’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,077
Closed -$33K – 1210
2021
Q3 		$33K Hold
1,077
– – 0.01% 623
2021
Q2 		$33K Buy
+1,077
New +$33K 0.01% 634

Other funds holding FLRN

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FinTrust Capital Advisors's FLRN Position: Q4 2021 in Review

FinTrust Capital Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2021, closing a stake of 1,077 shares — an estimated $33K sold.

FinTrust Capital Advisors first reported a position in FLRN in Q2 2021 and held it in 2 quarters. The position peaked at $33K in Q3 2021. 301 funds tracked by Wall St. Rank hold FLRN as of Q4 2021.

  • FinTrust Capital Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2021 after selling out during the quarter.
  • FinTrust Capital Advisors sold 1,077 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2021, an estimated $33K.
  • FinTrust Capital Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2021 and held it in 2 quarters.
  • FinTrust Capital Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $33K in Q3 2021.
  • 301 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2021.

Based on FinTrust Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.