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FNY Investment Advisers’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

FNY Investment Advisers’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-500
Closed -$7K – 569
2024
Q1 		$7K Buy
+500
New +$6.94K ﹤0.01% 484
2020
Q1 		– Sell
-1,100
Closed -$19K – 595
2019
Q4 		$19K Sell
1,100
-2,000
-65% -$38.3K 0.01% 584
2019
Q3 		$59K Buy
+3,100
New +$62.2K 0.02% 386

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FNY Investment Advisers's GOF Position: Q2 2024 in Review

FNY Investment Advisers sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2024, closing a stake of 500 shares — an estimated $7K sold.

FNY Investment Advisers first reported a position in GOF in Q3 2019 and held it in 3 quarters. The position peaked at $59K in Q3 2019. 152 funds tracked by Wall St. Rank hold GOF as of Q2 2024.

  • FNY Investment Advisers reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • FNY Investment Advisers sold 500 Guggenheim Strategic Opportunities Fund shares in Q2 2024, an estimated $7K.
  • FNY Investment Advisers first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2019 and held it in 3 quarters.
  • FNY Investment Advisers's Guggenheim Strategic Opportunities Fund position peaked at $59K in Q3 2019.
  • 152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2024.

Based on FNY Investment Advisers's 13F filing for Q2 2024, filed 5 Aug 2024.